-38.6%
NIO vs WCC
+64.4%
-103.0%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.5% | -2.7% | -0.7% |
| 7D | -6.7% | +8.5% | -15.1% | -8.1% |
| 30D | -20.0% | -1.0% | -19.1% | -20.0% |
| 3M | -30.5% | +2.1% | -32.6% | -31.2% |
| 6M | -20.7% | +36.8% | -57.5% | -28.8% |
| YTD | -25.7% | +47.7% | -73.4% | -34.6% |
| 1Y | -38.6% | +66.5% | -105.1% | -46.8% |
| All | -38.6% | +64.4% | -103.0% | -46.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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