-15.8%
WDAY vs NIO
-58.0%
+42.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.9% | +5.6% | -0.1% |
| 7D | -4.8% | -4.7% | -0.1% | -4.6% |
| 30D | +2.5% | -14.3% | +16.8% | +3.0% |
| 3M | +8.8% | -32.8% | +41.6% | +10.2% |
| 6M | +60.7% | -49.8% | +110.6% | +64.2% |
| YTD | -11.2% | -40.2% | +29.0% | -10.1% |
| 1Y | -15.6% | -52.7% | +37.1% | -13.5% |
| All | -15.8% | -58.0% | +42.3% | -14.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling