-43.9%
NIO vs WCN
+112.7%
-156.6%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.2% | -1.2% | -2.0% |
| 7D | -4.1% | -1.7% | -2.4% | -3.6% |
| 30D | -23.2% | -3.0% | -20.2% | -22.5% |
| 3M | -29.9% | +2.5% | -32.5% | -30.8% |
| 6M | -25.1% | -5.7% | -19.4% | -24.2% |
| YTD | -27.5% | -7.4% | -20.0% | -26.3% |
| 1Y | -41.1% | -8.6% | -32.5% | -40.0% |
| 3Y | -63.1% | +19.4% | -82.5% | -67.1% |
| 5Y | -90.4% | +27.2% | -117.6% | -91.7% |
| All | -43.9% | +112.7% | -156.6% | -68.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling