+127.7%
WBD vs NIO
-38.9%
+166.6%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.4% | +1.6% | -0.5% |
| 7D | -1.7% | -4.1% | +2.5% | -1.3% |
| 30D | +3.9% | -23.2% | +27.1% | +6.4% |
| 3M | +5.1% | -29.9% | +35.0% | +8.6% |
| 6M | +0.6% | -25.1% | +25.7% | +2.5% |
| YTD | -3.2% | -27.5% | +24.3% | -0.5% |
| 1Y | +127.7% | -41.1% | +168.7% | +140.8% |
| All | +127.7% | -38.9% | +166.6% | +140.8% |
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 · 6 months rolling