-53.9%
NIO vs WU
-18.0%
-35.9%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +5.4% | -2.0% | +3.7% |
| 7D | -0.6% | +8.2% | -8.8% | -0.2% |
| 30D | -3.5% | +8.0% | -11.5% | -3.1% |
| 3M | -30.7% | -6.6% | -24.0% | -31.0% |
| 6M | -45.6% | -23.3% | -22.4% | -46.1% |
| YTD | -35.3% | -22.4% | -12.9% | -35.6% |
| 1Y | -53.9% | -18.0% | -35.9% | -54.8% |
| All | -53.9% | -18.0% | -35.9% | -54.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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