-51.1%
NIO vs WSM
+34.5%
-85.6%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | 0.0% | -3.8% | -3.8% |
| 7D | +2.8% | +3.1% | -0.3% | +2.4% |
| 30D | -8.4% | +8.5% | -16.9% | -9.2% |
| 3M | -32.0% | +4.6% | -36.5% | -32.6% |
| 6M | -43.9% | +44.5% | -88.5% | -46.3% |
| YTD | -35.7% | +48.4% | -84.1% | -39.5% |
| 1Y | -51.1% | +36.2% | -87.3% | -53.7% |
| All | -51.1% | +34.5% | -85.6% | -53.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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