-5.6%
ROP vs NIO
-58.0%
+52.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.9% | +5.9% | +0.1% |
| 7D | -2.7% | -4.7% | +2.0% | -2.6% |
| 30D | +29.7% | -14.3% | +44.0% | +29.9% |
| 3M | +21.2% | -32.8% | +54.0% | +21.8% |
| 6M | +48.3% | -49.8% | +98.1% | +49.4% |
| YTD | +8.4% | -40.2% | +48.6% | +8.8% |
| 1Y | +6.0% | -52.7% | +58.7% | +6.9% |
| All | -5.6% | -58.0% | +52.5% | -4.4% |
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