-19.3%
RMD vs NIO
-90.7%
+71.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | -0.2% |
| 7D | -5.0% | -13.0% | +8.1% | -3.7% |
| 30D | +2.2% | -18.3% | +20.5% | +4.2% |
| 3M | +17.8% | -33.2% | +51.1% | +22.3% |
| 6M | -11.3% | -21.5% | +10.2% | -10.1% |
| YTD | -4.4% | -25.5% | +21.1% | -2.7% |
| 1Y | -15.7% | -38.0% | +22.3% | -13.0% |
| 3Y | +47.7% | -65.5% | +113.2% | +55.5% |
| All | -19.3% | -90.7% | +71.4% | -12.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling