+64.7%
RSP vs NIO
-56.9%
+121.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.8% | +3.8% | +0.2% |
| 7D | +0.7% | +2.8% | -2.1% | +0.6% |
| 30D | +3.7% | -8.4% | +12.1% | +4.1% |
| 3M | +0.7% | -32.0% | +32.6% | +2.7% |
| 6M | +9.0% | -43.9% | +53.0% | +12.2% |
| YTD | +16.7% | -35.7% | +52.4% | +18.8% |
| 1Y | +19.0% | -51.1% | +70.1% | +22.9% |
| 3Y | +64.7% | -54.7% | +119.4% | +67.1% |
| All | +64.7% | -56.9% | +121.6% | +67.1% |
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