+133.1%
RSP vs NIO
-43.5%
+176.6%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.9% | -6.3% | -0.8% |
| 7D | -1.0% | +5.6% | -6.6% | -1.4% |
| 30D | +2.6% | -4.2% | +6.8% | +2.8% |
| 3M | -0.8% | -26.3% | +25.5% | +1.1% |
| 6M | +6.3% | -42.5% | +48.8% | +9.9% |
| YTD | +14.1% | -33.5% | +47.7% | +16.5% |
| 1Y | +18.0% | -52.7% | +70.7% | +23.1% |
| 3Y | +61.0% | -57.5% | +118.5% | +64.2% |
| 5Y | +45.6% | -92.0% | +137.6% | +58.4% |
| All | +133.1% | -43.5% | +176.6% | +115.7% |
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 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