+127.7%
RMD vs NIO
-43.2%
+170.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | +0.1% |
| 7D | +1.2% | +6.9% | -5.7% | +0.8% |
| 30D | +2.5% | -4.7% | +7.2% | +2.8% |
| 3M | +11.5% | -28.1% | +39.6% | +13.8% |
| 6M | +14.7% | -41.7% | +56.4% | +18.3% |
| YTD | -1.3% | -33.1% | +31.8% | +0.5% |
| 1Y | -5.3% | -50.3% | +45.0% | -1.7% |
| 3Y | +68.8% | -54.4% | +123.1% | +71.0% |
| 5Y | -5.9% | -91.6% | +85.7% | +0.9% |
| All | +127.7% | -43.2% | +170.9% | +125.5% |
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