-41.1%
NIO vs WSM
+14.1%
-55.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.2% | -2.4% |
| 7D | -4.1% | +2.6% | -6.8% | -4.4% |
| 30D | -23.2% | -9.3% | -13.9% | -22.4% |
| 3M | -29.9% | +7.1% | -37.0% | -30.9% |
| 6M | -25.1% | +21.7% | -46.8% | -28.3% |
| YTD | -27.5% | +28.7% | -56.2% | -32.4% |
| 1Y | -41.1% | +13.9% | -54.9% | -44.6% |
| All | -41.1% | +14.1% | -55.2% | -44.6% |
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