+167.9%
RVMD vs NIO
-53.2%
+221.1%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -5.9% | +3.5% | -1.4% |
| 7D | -0.7% | -4.7% | +4.0% | +0.2% |
| 30D | -6.4% | -14.3% | +7.9% | -4.3% |
| 3M | -14.1% | -32.8% | +18.7% | -9.6% |
| 6M | +21.0% | -49.8% | +70.9% | +32.1% |
| YTD | +121.4% | -40.2% | +161.6% | +140.1% |
| 1Y | +167.9% | -52.7% | +220.6% | +202.9% |
| All | +167.9% | -53.2% | +221.1% | +202.9% |
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