-3.2%
WAT vs NIO
-90.7%
+87.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.5% | -0.9% |
| 7D | -1.3% | -13.0% | +11.8% | 0.0% |
| 30D | +2.3% | -18.3% | +20.6% | +4.3% |
| 3M | +8.7% | -33.2% | +42.0% | +12.9% |
| 6M | +28.3% | -21.5% | +49.8% | +30.0% |
| YTD | +7.8% | -25.5% | +33.3% | +9.6% |
| 1Y | +36.6% | -38.0% | +74.6% | +40.8% |
| 3Y | +45.7% | -65.5% | +111.1% | +53.7% |
| All | -3.2% | -90.7% | +87.5% | +4.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling