+417.4%
WDC vs NIO
-37.4%
+454.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.6% | +7.4% | +6.4% |
| 7D | +1.7% | -13.0% | +14.8% | +6.4% |
| 30D | -10.0% | -18.3% | +8.3% | -4.0% |
| 3M | -18.8% | -33.2% | +14.5% | -7.6% |
| 6M | +79.0% | -21.5% | +100.5% | +92.0% |
| YTD | +171.6% | -25.5% | +197.0% | +194.7% |
| 1Y | +417.4% | -38.0% | +455.4% | +529.2% |
| All | +417.4% | -37.4% | +454.8% | +529.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling