+39.8%
WBD vs NIO
-46.9%
+86.7%
-10.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | -43.7% | +57.5% | +6.7% |
| 7D | +13.8% | -43.7% | +57.5% | +6.7% |
| 30D | +13.8% | -43.7% | +57.5% | +6.7% |
| 3M | +13.8% | -43.7% | +57.5% | +6.7% |
| 6M | +13.3% | -45.7% | +59.0% | +6.3% |
| YTD | +7.4% | -32.9% | +40.3% | +1.4% |
| All | +39.8% | -46.9% | +86.7% | +36.8% |
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 1y: 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…
1y analysis · Full analysis span regression · Available span rolling