+29.0%
WDAY vs NIO
-46.0%
+75.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.2% | +2.4% | +1.3% |
| 7D | -5.3% | -1.8% | -3.5% | -5.2% |
| 30D | +1.5% | -6.6% | +8.2% | +2.2% |
| 3M | +5.5% | -29.9% | +35.3% | +9.2% |
| 6M | +57.4% | -46.6% | +104.1% | +67.3% |
| YTD | -11.0% | -36.5% | +25.5% | -8.0% |
| 1Y | -15.8% | -51.1% | +35.4% | -10.5% |
| 3Y | -16.9% | -55.2% | +38.4% | -15.2% |
| 5Y | -35.3% | -92.3% | +57.1% | -24.8% |
| All | +29.0% | -46.0% | +75.0% | +24.8% |
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