+4.2%
WBD vs NIO
-90.3%
+94.5%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.4% |
| 7D | -0.7% | -6.7% | +5.9% | +0.6% |
| 30D | +5.0% | -20.0% | +25.0% | +9.5% |
| 3M | +6.2% | -30.5% | +36.7% | +13.6% |
| 6M | +0.6% | -20.7% | +21.3% | +3.4% |
| YTD | -2.4% | -25.7% | +23.3% | +1.2% |
| 1Y | +127.7% | -38.6% | +166.3% | +142.8% |
| 3Y | +148.4% | -62.3% | +210.7% | +171.9% |
| 5Y | +4.2% | -90.1% | +94.3% | +36.8% |
| All | +4.2% | -90.3% | +94.5% | +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 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