+626.7%
RVMD vs NIO
-3.8%
+630.5%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | -0.1% |
| 7D | +1.0% | -13.0% | +14.1% | +3.9% |
| 30D | +6.4% | -18.3% | +24.7% | +10.8% |
| 3M | +34.9% | -33.2% | +68.1% | +46.0% |
| 6M | +107.6% | -21.5% | +129.0% | +114.9% |
| YTD | +163.7% | -25.5% | +189.2% | +175.1% |
| 1Y | +439.2% | -38.0% | +477.2% | +476.3% |
| 3Y | +499.2% | -65.5% | +564.7% | +571.9% |
| 5Y | +621.7% | -90.6% | +712.3% | +858.9% |
| All | +626.7% | -3.8% | +630.5% | +510.2% |
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