+509.0%
RVMD vs NIO
-92.0%
+601.0%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.8% | +0.3% | -2.7% |
| 7D | -0.6% | +2.8% | -3.4% | -1.1% |
| 30D | +1.7% | -8.4% | +10.1% | +3.8% |
| 3M | -6.7% | -32.0% | +25.2% | +1.6% |
| 6M | +36.1% | -43.9% | +80.1% | +54.1% |
| YTD | +142.4% | -35.7% | +178.1% | +162.5% |
| 1Y | +207.8% | -51.1% | +258.9% | +254.3% |
| 3Y | +879.5% | -54.7% | +934.2% | +934.8% |
| 5Y | +509.0% | -91.7% | +600.7% | +809.8% |
| All | +509.0% | -92.0% | +601.0% | +809.8% |
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 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