+65.1%
ROP vs NIO
-46.0%
+111.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +1.9% | +0.7% |
| 7D | -2.9% | -1.8% | -1.1% | -2.9% |
| 30D | +30.1% | -6.6% | +36.7% | +30.4% |
| 3M | +19.9% | -29.9% | +49.7% | +21.6% |
| 6M | +46.0% | -46.6% | +92.6% | +49.6% |
| YTD | +8.4% | -36.5% | +44.8% | +9.9% |
| 1Y | +8.8% | -51.1% | +59.9% | +11.6% |
| 3Y | -5.6% | -55.2% | +49.6% | -4.9% |
| 5Y | +3.0% | -92.3% | +95.3% | +9.4% |
| All | +65.1% | -46.0% | +111.1% | +50.8% |
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