+131.4%
RMD vs NIO
-49.2%
+180.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.9% | +6.3% | +0.8% |
| 7D | +0.1% | -4.7% | +4.8% | +0.4% |
| 30D | +1.9% | -14.3% | +16.2% | +2.9% |
| 3M | +6.3% | -32.8% | +39.1% | +8.9% |
| 6M | +18.2% | -49.8% | +68.1% | +23.1% |
| YTD | +0.3% | -40.2% | +40.5% | +2.8% |
| 1Y | -4.3% | -52.7% | +48.5% | -0.4% |
| 3Y | +71.3% | -57.9% | +129.1% | +74.4% |
| 5Y | -1.8% | -92.9% | +91.1% | +6.2% |
| All | +131.4% | -49.2% | +180.6% | +130.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded NIO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling