-48.3%
NIO vs RACE
+239.1%
-287.4%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.1% |
| 7D | +6.9% | +3.9% | +3.0% | +4.1% |
| 30D | -4.7% | +7.4% | -12.2% | -9.3% |
| 3M | -28.1% | +1.6% | -29.7% | -29.1% |
| 6M | -41.7% | +23.3% | -65.0% | -50.5% |
| YTD | -33.1% | +14.7% | -47.8% | -41.0% |
| 1Y | -50.3% | +2.5% | -52.8% | -52.6% |
| 3Y | -54.4% | +28.0% | -82.3% | -68.3% |
| 5Y | -91.6% | +69.8% | -161.4% | -95.5% |
| All | -48.3% | +239.1% | -287.4% | -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