-90.6%
NIO vs RACE
+93.6%
-184.2%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.9% | +0.4% | -0.2% |
| 7D | -13.0% | -2.5% | -10.5% | -11.5% |
| 30D | -18.3% | +0.8% | -19.1% | -18.7% |
| 3M | -33.2% | +17.2% | -50.4% | -40.9% |
| 6M | -21.5% | +13.6% | -35.1% | -29.5% |
| YTD | -25.5% | +12.2% | -37.7% | -33.3% |
| 1Y | -38.0% | -16.3% | -21.8% | -31.5% |
| 3Y | -65.5% | +36.4% | -101.9% | -81.2% |
| All | -90.6% | +93.6% | -184.2% | -97.0% |
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