-20.1%
RMD vs NIO
-37.4%
+17.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.3% | -2.9% | -3.2% |
| 7D | -4.5% | -6.7% | +2.2% | -4.3% |
| 30D | +4.6% | -20.0% | +24.6% | +5.0% |
| 3M | +14.8% | -30.5% | +45.2% | +15.6% |
| 6M | -12.1% | -20.7% | +8.6% | -12.3% |
| YTD | -7.5% | -25.7% | +18.2% | -7.4% |
| 1Y | -20.1% | -38.6% | +18.5% | -18.6% |
| All | -20.1% | -37.4% | +17.3% | -18.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling