+236.7%
RSG vs NIO
-36.7%
+273.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.5% | -1.1% |
| 7D | +0.3% | -13.0% | +13.3% | +0.4% |
| 30D | +7.6% | -18.3% | +25.9% | +7.7% |
| 3M | +7.4% | -33.2% | +40.6% | +7.8% |
| 6M | -3.3% | -21.5% | +18.2% | -3.2% |
| YTD | +6.0% | -25.5% | +31.5% | +6.1% |
| 1Y | -3.7% | -38.0% | +34.3% | -3.4% |
| 3Y | +59.1% | -65.5% | +124.6% | +59.9% |
| 5Y | +89.0% | -90.6% | +179.6% | +91.6% |
| All | +236.7% | -36.7% | +273.4% | +221.2% |
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