+152.2%
RTX vs NIO
-92.4%
+244.6%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +0.6% |
| 7D | +1.4% | -1.8% | +3.3% | +1.5% |
| 30D | +7.8% | -6.6% | +14.5% | +8.1% |
| 3M | -9.8% | -29.9% | +20.1% | -8.7% |
| 6M | +13.5% | -46.6% | +60.2% | +15.9% |
| YTD | +10.9% | -36.5% | +47.4% | +12.3% |
| 1Y | +14.0% | -51.1% | +65.1% | +16.4% |
| 3Y | +159.9% | -55.2% | +215.2% | +162.8% |
| All | +152.2% | -92.4% | +244.6% | +187.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling