+54.7%
RSP vs NIO
-64.6%
+119.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.1% | -0.4% |
| 7D | -0.8% | -13.0% | +12.3% | 0.0% |
| 30D | -0.3% | -18.3% | +17.9% | +0.8% |
| 3M | +4.3% | -33.2% | +37.5% | +6.6% |
| 6M | +8.8% | -21.5% | +30.3% | +9.8% |
| YTD | +15.3% | -25.5% | +40.7% | +16.6% |
| 1Y | +18.3% | -38.0% | +56.3% | +20.6% |
| All | +54.7% | -64.6% | +119.3% | +59.0% |
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 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