-64.8%
NIO vs RACE
+36.9%
-101.7%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.9% | +0.4% | -1.0% |
| 7D | -13.0% | -2.5% | -10.5% | -12.4% |
| 30D | -18.3% | +0.8% | -19.1% | -18.4% |
| 3M | -33.2% | +17.2% | -50.4% | -36.4% |
| 6M | -21.5% | +13.6% | -35.1% | -24.9% |
| YTD | -25.5% | +12.2% | -37.7% | -28.7% |
| 1Y | -38.0% | -16.3% | -21.8% | -35.6% |
| All | -64.8% | +36.9% | -101.7% | -76.2% |
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