-53.5%
NIO vs NWSA
+2.3%
-55.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +2.7% | -7.6% | -5.0% |
| 7D | -14.5% | +2.2% | -16.7% | -14.5% |
| 30D | -15.0% | -8.8% | -6.2% | -14.4% |
| 3M | -35.6% | -6.5% | -29.1% | -35.0% |
| 6M | -55.7% | +1.5% | -57.2% | -55.2% |
| YTD | -43.1% | +4.0% | -47.2% | -41.6% |
| 1Y | -53.5% | +3.4% | -57.0% | -52.1% |
| All | -53.5% | +2.3% | -55.8% | -52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 1y: compounded portfolio wealth divided by compounded NWSA 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…
1y analysis · Full analysis span regression · 6 months rolling