-92.2%
NIO vs WCC
+117.0%
-209.1%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +2.2% | +3.8% | +5.1% |
| 7D | +5.6% | -14.7% | +20.3% | +11.4% |
| 30D | -4.2% | -20.1% | +15.8% | +3.3% |
| 3M | -26.3% | -21.2% | -5.1% | -20.5% |
| 6M | -42.5% | -19.2% | -23.4% | -39.5% |
| YTD | -33.5% | +20.2% | -53.7% | -41.6% |
| 1Y | -52.7% | +14.5% | -67.1% | -57.6% |
| 3Y | -57.5% | +115.1% | -172.6% | -73.8% |
| All | -92.2% | +117.0% | -209.1% | -95.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling