-38.0%
NIO vs WCN
-8.7%
-29.3%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.4% | -1.9% |
| 7D | -13.0% | -0.6% | -12.4% | -13.2% |
| 30D | -18.3% | +0.4% | -18.7% | -18.2% |
| 3M | -33.2% | +7.3% | -40.5% | -31.6% |
| 6M | -21.5% | -2.5% | -19.0% | -21.7% |
| YTD | -25.5% | -5.4% | -20.1% | -26.6% |
| 1Y | -38.0% | -8.5% | -29.6% | -34.5% |
| All | -38.0% | -8.7% | -29.3% | -34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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