-48.6%
NIO vs RACE
+236.9%
-285.5%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.5% | +7.4% | +6.9% |
| 7D | +5.6% | +5.1% | +0.5% | +2.0% |
| 30D | -4.2% | +7.7% | -11.9% | -9.0% |
| 3M | -26.3% | +2.2% | -28.5% | -27.6% |
| 6M | -42.5% | +23.8% | -66.3% | -51.4% |
| YTD | -33.5% | +13.9% | -47.4% | -41.1% |
| 1Y | -52.7% | +3.8% | -56.4% | -55.3% |
| 3Y | -57.5% | +28.0% | -85.5% | -70.5% |
| 5Y | -92.0% | +64.9% | -156.9% | -95.6% |
| All | -48.6% | +236.9% | -285.5% | -84.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling