+120.6%
RMD vs NIO
-36.7%
+157.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | -0.3% |
| 7D | -5.0% | -13.0% | +8.1% | -4.1% |
| 30D | +2.2% | -18.3% | +20.5% | +3.5% |
| 3M | +17.8% | -33.2% | +51.1% | +20.8% |
| 6M | -11.3% | -21.5% | +10.2% | -10.5% |
| YTD | -4.4% | -25.5% | +21.1% | -3.3% |
| 1Y | -15.7% | -38.0% | +22.3% | -13.9% |
| 3Y | +47.7% | -65.5% | +113.2% | +52.1% |
| 5Y | -19.2% | -90.6% | +71.4% | -14.1% |
| All | +120.6% | -36.7% | +157.3% | +117.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling