-3.5%
ROP vs NIO
-59.9%
+56.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +5.9% | -8.9% | -3.0% |
| 7D | +2.1% | +5.6% | -3.5% | +2.1% |
| 30D | +32.9% | -4.2% | +37.2% | +33.0% |
| 3M | +20.0% | -26.3% | +46.3% | +20.4% |
| 6M | +36.4% | -42.5% | +79.0% | +37.2% |
| YTD | +7.8% | -33.5% | +41.4% | +8.1% |
| 1Y | +8.0% | -52.7% | +60.6% | +9.0% |
| 3Y | -3.5% | -57.5% | +54.0% | -2.7% |
| All | -3.5% | -59.9% | +56.4% | -2.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling