+545.5%
RVMD vs NIO
-62.3%
+607.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.2% |
| 7D | -1.2% | -6.7% | +5.4% | -0.3% |
| 30D | +1.1% | -20.0% | +21.1% | +4.2% |
| 3M | +39.6% | -30.5% | +70.1% | +46.7% |
| 6M | +110.7% | -20.7% | +131.4% | +116.0% |
| YTD | +160.3% | -25.7% | +186.0% | +168.8% |
| 1Y | +404.9% | -38.6% | +443.5% | +430.1% |
| 3Y | +545.5% | -62.3% | +607.7% | +588.4% |
| All | +545.5% | -62.3% | +607.8% | +588.4% |
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 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