-8.0%
WBD vs NIO
-36.7%
+28.7%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.1% | -0.2% |
| 7D | -1.8% | -13.0% | +11.2% | -0.2% |
| 30D | +8.8% | -18.3% | +27.1% | +11.4% |
| 3M | +4.6% | -33.2% | +37.8% | +9.6% |
| 6M | +1.1% | -21.5% | +22.6% | +3.1% |
| YTD | -2.0% | -25.5% | +23.5% | +0.4% |
| 1Y | +140.0% | -38.0% | +178.0% | +149.8% |
| 3Y | +144.4% | -65.5% | +209.8% | +160.1% |
| 5Y | -0.2% | -90.6% | +90.4% | +13.9% |
| All | -8.0% | -36.7% | +28.7% | -15.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling