+234.2%
RSG vs NIO
-40.3%
+274.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.2% | +2.6% | -0.6% |
| 7D | -1.8% | -7.3% | +5.5% | -1.7% |
| 30D | +2.8% | -22.5% | +25.3% | +3.0% |
| 3M | +4.3% | -30.9% | +35.2% | +4.6% |
| 6M | -0.5% | -37.2% | +36.7% | -0.2% |
| YTD | +5.2% | -29.8% | +35.0% | +5.4% |
| 1Y | -2.1% | -37.4% | +35.3% | -1.9% |
| 3Y | +56.5% | -64.3% | +120.9% | +57.1% |
| 5Y | +89.5% | -90.6% | +180.1% | +92.0% |
| All | +234.2% | -40.3% | +274.6% | +219.0% |
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 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