-11.7%
WDAY vs NIO
-59.9%
+48.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +5.9% | -9.6% | -3.8% |
| 7D | -2.5% | +5.6% | -8.1% | -2.7% |
| 30D | +4.7% | -4.2% | +8.9% | +4.8% |
| 3M | +13.3% | -26.3% | +39.6% | +14.5% |
| 6M | +57.3% | -42.5% | +99.8% | +59.9% |
| YTD | -10.2% | -33.5% | +23.3% | -9.4% |
| 1Y | -14.1% | -52.7% | +38.6% | -11.9% |
| 3Y | -11.7% | -57.5% | +45.8% | -10.3% |
| All | -11.7% | -59.9% | +48.2% | -10.3% |
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 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