+185.1%
RTX vs NIO
-45.3%
+230.4%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -3.8% | +5.8% | +2.2% |
| 7D | -1.7% | +2.8% | -4.6% | -1.9% |
| 30D | +7.7% | -8.4% | +16.1% | +8.1% |
| 3M | -10.3% | -32.0% | +21.6% | -8.7% |
| 6M | +14.6% | -43.9% | +58.5% | +17.7% |
| YTD | +10.4% | -35.7% | +46.1% | +12.2% |
| 1Y | +13.5% | -51.1% | +64.6% | +17.0% |
| 3Y | +158.6% | -54.7% | +213.3% | +161.6% |
| 5Y | +147.3% | -91.7% | +239.0% | +167.6% |
| All | +185.1% | -45.3% | +230.4% | +151.8% |
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