+167.4%
WAB vs NIO
-60.1%
+227.5%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.9% | +4.1% | -0.6% |
| 7D | +5.1% | -14.5% | +19.5% | +6.0% |
| 30D | +4.0% | -15.0% | +19.0% | +5.0% |
| 3M | +0.1% | -35.6% | +35.7% | +2.5% |
| 6M | +12.8% | -55.7% | +68.4% | +17.8% |
| YTD | +40.1% | -43.1% | +83.2% | +43.7% |
| 1Y | +46.4% | -53.5% | +99.9% | +51.8% |
| 3Y | +167.4% | -59.8% | +227.2% | +170.5% |
| All | +167.4% | -60.1% | +227.5% | +170.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 3y: compounded portfolio wealth divided by compounded NIO 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…
3y analysis · Full analysis span regression · 6 months rolling