-59.8%
NIO vs RACE
+24.7%
-84.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.4% | -6.3% | -5.3% |
| 7D | -14.5% | -1.2% | -13.3% | -14.2% |
| 30D | -15.0% | +6.1% | -21.1% | -16.3% |
| 3M | -35.6% | -0.3% | -35.3% | -35.5% |
| 6M | -55.7% | +23.4% | -79.1% | -58.2% |
| YTD | -43.1% | +12.5% | -55.7% | -45.4% |
| 1Y | -53.5% | -0.5% | -53.1% | -54.1% |
| 3Y | -59.8% | +23.6% | -83.5% | -66.1% |
| All | -59.8% | +24.7% | -84.5% | -66.1% |
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 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