+633.6%
WDC vs NIO
-43.2%
+676.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.6% | +9.3% | +9.8% |
| 7D | -14.4% | +6.9% | -21.3% | -15.2% |
| 30D | -27.1% | -4.7% | -22.3% | -26.5% |
| 3M | -33.3% | -28.1% | -5.2% | -30.1% |
| 6M | -39.6% | -41.7% | +2.1% | -35.0% |
| YTD | +68.4% | -33.1% | +101.5% | +77.1% |
| 1Y | +78.2% | -50.3% | +128.4% | +94.8% |
| 3Y | +772.0% | -54.4% | +826.4% | +814.8% |
| 5Y | +584.9% | -91.6% | +676.5% | +725.3% |
| All | +633.6% | -43.2% | +676.8% | +569.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling