+179.4%
RTX vs NIO
-43.2%
+222.6%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.6% | +3.0% | +3.5% |
| 7D | -3.2% | +6.9% | -10.1% | -3.5% |
| 30D | +5.6% | -4.7% | +10.3% | +5.8% |
| 3M | -11.7% | -28.1% | +16.4% | -10.3% |
| 6M | +12.3% | -41.7% | +54.0% | +15.1% |
| YTD | +8.2% | -33.1% | +41.3% | +9.8% |
| 1Y | +12.6% | -50.3% | +62.9% | +15.9% |
| 3Y | +152.8% | -54.4% | +207.2% | +155.7% |
| 5Y | +140.2% | -91.6% | +231.8% | +159.9% |
| All | +179.4% | -43.2% | +222.6% | +146.4% |
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 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