-9.1%
WBD vs NIO
-38.3%
+29.2%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.4% | +1.6% | -0.5% |
| 7D | -1.7% | -4.1% | +2.5% | -1.2% |
| 30D | +3.9% | -23.2% | +27.1% | +7.1% |
| 3M | +5.1% | -29.9% | +35.0% | +9.5% |
| 6M | +0.6% | -25.1% | +25.7% | +3.2% |
| YTD | -3.2% | -27.5% | +24.3% | -0.5% |
| 1Y | +127.7% | -41.1% | +168.7% | +138.5% |
| 3Y | +146.6% | -63.1% | +209.7% | +160.5% |
| 5Y | +4.2% | -90.4% | +94.6% | +18.9% |
| All | -9.1% | -38.3% | +29.2% | -16.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling