-33.5%
WDAY vs NIO
-93.2%
+59.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -4.9% | +8.0% | +3.7% |
| 7D | +1.8% | -14.5% | +16.3% | +3.8% |
| 30D | +4.1% | -15.0% | +19.0% | +6.1% |
| 3M | -4.8% | -35.6% | +30.7% | +0.4% |
| 6M | +68.6% | -55.7% | +124.3% | +86.3% |
| YTD | -8.5% | -43.1% | +34.6% | -3.4% |
| 1Y | -12.1% | -53.5% | +41.4% | -4.6% |
| 3Y | -13.2% | -59.8% | +46.6% | -10.1% |
| All | -33.5% | -93.2% | +59.7% | -19.6% |
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