-92.9%
NIO vs RACE
+64.4%
-157.3%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.4% | -6.3% | -5.9% |
| 7D | -14.5% | -1.2% | -13.3% | -13.7% |
| 30D | -15.0% | +6.1% | -21.1% | -18.4% |
| 3M | -35.6% | -0.3% | -35.3% | -35.6% |
| 6M | -55.7% | +23.4% | -79.1% | -62.5% |
| YTD | -43.1% | +12.5% | -55.7% | -49.3% |
| 1Y | -53.5% | -0.5% | -53.1% | -54.5% |
| 3Y | -59.8% | +23.6% | -83.5% | -75.1% |
| All | -92.9% | +64.4% | -157.3% | -97.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling