+18.0%
RSP vs NIO
-54.3%
+72.3%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.9% | -6.3% | -0.6% |
| 7D | -1.0% | +5.6% | -6.6% | -1.3% |
| 30D | +2.6% | -4.2% | +6.8% | +2.7% |
| 3M | -0.8% | -26.3% | +25.5% | +0.2% |
| 6M | +6.3% | -42.5% | +48.8% | +8.2% |
| YTD | +14.1% | -33.5% | +47.7% | +15.6% |
| 1Y | +18.0% | -52.7% | +70.7% | +23.4% |
| All | +18.0% | -54.3% | +72.3% | +23.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling