-38.6%
NIO vs WU
-11.3%
-27.3%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.5% | +2.2% | -0.4% |
| 7D | -6.7% | -0.8% | -5.8% | -6.7% |
| 30D | -20.0% | -1.1% | -18.9% | -20.1% |
| 3M | -30.5% | -1.8% | -28.6% | -30.7% |
| 6M | -20.7% | -23.9% | +3.2% | -20.5% |
| YTD | -25.7% | -20.4% | -5.3% | -25.4% |
| 1Y | -38.6% | -10.6% | -28.0% | -38.6% |
| All | -38.6% | -11.3% | -27.3% | -38.6% |
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