-91.6%
NIO vs WCN
+46.3%
-137.9%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.5% |
| 7D | +6.9% | +1.2% | +5.7% | +6.6% |
| 30D | -4.7% | +24.6% | -29.3% | -10.3% |
| 3M | -28.1% | +14.2% | -42.3% | -30.6% |
| 6M | -41.7% | +25.7% | -67.4% | -45.7% |
| YTD | -33.1% | +9.3% | -42.4% | -35.0% |
| 1Y | -50.3% | +15.3% | -65.6% | -52.8% |
| 3Y | -54.4% | +48.6% | -102.9% | -64.3% |
| 5Y | -91.6% | +46.9% | -138.5% | -93.9% |
| All | -91.6% | +46.3% | -137.9% | -93.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling