+32.1%
RTX vs NIO
-37.2%
+69.3%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.9% | -0.6% |
| 7D | -5.2% | -13.0% | +7.9% | -4.7% |
| 30D | -9.4% | -18.3% | +8.9% | -8.8% |
| 3M | +12.3% | -33.2% | +45.5% | +13.7% |
| 6M | -3.1% | -21.5% | +18.4% | -2.6% |
| YTD | +10.7% | -25.5% | +36.2% | +11.3% |
| All | +32.1% | -37.2% | +69.3% | +36.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling