-53.9%
NIO vs WST
+47.3%
-101.2%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.4% | +3.0% | +3.5% |
| 7D | -0.6% | +1.3% | -1.9% | -0.5% |
| 30D | -3.5% | +8.5% | -12.0% | -3.0% |
| 3M | -30.7% | +17.2% | -47.9% | -29.8% |
| 6M | -45.6% | +36.3% | -81.9% | -44.1% |
| YTD | -35.3% | +48.9% | -84.2% | -34.8% |
| 1Y | -53.9% | +42.9% | -96.8% | -53.5% |
| All | -53.9% | +47.3% | -101.2% | -53.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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