+776.8%
RVMD vs NIO
-60.1%
+836.9%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.9% | +2.6% | -1.6% |
| 7D | -10.4% | -14.5% | +4.1% | -8.5% |
| 30D | -11.0% | -15.0% | +4.0% | -8.9% |
| 3M | -14.7% | -35.6% | +20.8% | -9.8% |
| 6M | +14.9% | -55.7% | +70.6% | +27.1% |
| YTD | +116.3% | -43.1% | +159.4% | +130.7% |
| 1Y | +167.6% | -53.5% | +221.1% | +192.2% |
| 3Y | +776.8% | -59.8% | +836.6% | +875.8% |
| All | +776.8% | -60.1% | +836.9% | +875.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling