-90.6%
NIO vs WU
-50.7%
-40.0%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -1.2% |
| 7D | -13.0% | -0.8% | -12.2% | -12.8% |
| 30D | -18.3% | -1.1% | -17.2% | -18.1% |
| 3M | -33.2% | -3.9% | -29.4% | -33.8% |
| 6M | -21.5% | -20.7% | -0.8% | -15.4% |
| YTD | -25.5% | -18.4% | -7.1% | -21.3% |
| 1Y | -38.0% | -8.1% | -29.9% | -39.3% |
| 3Y | -65.5% | -24.2% | -41.3% | -63.9% |
| All | -90.6% | -50.7% | -40.0% | -88.4% |
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