-91.6%
NIO vs WU
-42.0%
-49.7%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.7% |
| 7D | +6.9% | +9.1% | -2.2% | +3.3% |
| 30D | -4.7% | +12.1% | -16.8% | -9.0% |
| 3M | -28.1% | +0.3% | -28.4% | -28.7% |
| 6M | -41.7% | -19.1% | -22.6% | -37.8% |
| YTD | -33.1% | -19.2% | -13.9% | -29.4% |
| 1Y | -50.3% | -15.3% | -35.0% | -49.0% |
| 3Y | -54.4% | -21.3% | -33.0% | -53.6% |
| 5Y | -91.6% | -41.7% | -49.9% | -90.3% |
| All | -91.6% | -42.0% | -49.7% | -90.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling