+135.4%
RSP vs NIO
-36.7%
+172.0%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.1% | -0.4% |
| 7D | -0.8% | -13.0% | +12.3% | +0.1% |
| 30D | -0.3% | -18.3% | +17.9% | +1.0% |
| 3M | +4.3% | -33.2% | +37.5% | +7.0% |
| 6M | +8.8% | -21.5% | +30.3% | +10.0% |
| YTD | +15.3% | -25.5% | +40.7% | +16.8% |
| 1Y | +18.3% | -38.0% | +56.3% | +20.9% |
| 3Y | +52.8% | -65.5% | +118.3% | +57.9% |
| 5Y | +51.7% | -90.6% | +142.3% | +63.3% |
| All | +135.4% | -36.7% | +172.0% | +116.3% |
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