+185.8%
RTX vs NIO
-36.7%
+222.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.9% | -0.6% |
| 7D | -5.2% | -13.0% | +7.9% | -4.5% |
| 30D | -9.4% | -18.3% | +8.9% | -8.5% |
| 3M | +12.3% | -33.2% | +45.5% | +14.5% |
| 6M | -3.1% | -21.5% | +18.4% | -2.3% |
| YTD | +10.7% | -25.5% | +36.2% | +11.8% |
| 1Y | +28.4% | -38.0% | +66.4% | +30.6% |
| 3Y | +147.1% | -65.5% | +212.5% | +153.8% |
| 5Y | +167.2% | -90.6% | +257.8% | +187.3% |
| All | +185.8% | -36.7% | +222.5% | +150.8% |
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 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