+81.5%
WAT vs NIO
-59.9%
+141.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.9% | -4.9% | +0.6% |
| 7D | -1.1% | +5.6% | -6.7% | -1.5% |
| 30D | +5.0% | -4.2% | +9.2% | +5.2% |
| 3M | +14.5% | -26.3% | +40.8% | +16.5% |
| 6M | +30.9% | -42.5% | +73.5% | +34.9% |
| YTD | +20.5% | -33.5% | +54.0% | +22.4% |
| 1Y | +23.3% | -52.7% | +75.9% | +28.3% |
| 3Y | +81.5% | -57.5% | +138.9% | +85.4% |
| All | +81.5% | -59.9% | +141.4% | +85.4% |
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