-28.6%
WDAY vs NIO
-90.7%
+62.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.6% | -3.8% | -5.2% |
| 7D | -4.4% | -13.0% | +8.7% | -2.6% |
| 30D | +14.7% | -18.3% | +33.0% | +17.8% |
| 3M | +32.4% | -33.2% | +65.6% | +39.3% |
| 6M | +36.9% | -21.5% | +58.4% | +39.4% |
| YTD | -8.8% | -25.5% | +16.6% | -6.8% |
| 1Y | -15.3% | -38.0% | +22.7% | -11.8% |
| 3Y | -21.2% | -65.5% | +44.2% | -14.4% |
| All | -28.6% | -90.7% | +62.1% | -13.9% |
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