-59.8%
NIO vs RACE
+30.0%
-89.9%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.3% | -0.7% | -2.4% |
| 7D | -3.6% | +5.7% | -9.3% | -5.0% |
| 30D | -8.0% | +9.3% | -17.3% | -10.1% |
| 3M | -31.2% | +3.8% | -35.0% | -31.9% |
| 6M | -45.8% | +29.8% | -75.6% | -49.5% |
| YTD | -37.3% | +15.6% | -52.9% | -40.2% |
| 1Y | -56.1% | +5.1% | -61.2% | -57.2% |
| All | -59.8% | +30.0% | -89.9% | -66.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling