-90.1%
NIO vs WCN
+30.9%
-121.0%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.8% | 0.0% |
| 7D | -6.7% | -0.4% | -6.2% | -6.5% |
| 30D | -20.0% | -2.1% | -17.9% | -19.6% |
| 3M | -30.5% | +6.4% | -36.8% | -32.1% |
| 6M | -20.7% | -3.7% | -17.0% | -20.2% |
| YTD | -25.7% | -6.4% | -19.3% | -24.6% |
| 1Y | -38.6% | -7.9% | -30.6% | -37.3% |
| 3Y | -62.3% | +20.8% | -83.1% | -68.1% |
| 5Y | -90.1% | +29.0% | -119.0% | -92.4% |
| All | -90.1% | +30.9% | -121.0% | -92.4% |
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