+87.7%
WDC vs NIO
-53.2%
+140.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.9% | +5.2% | +1.5% |
| 7D | +16.3% | -4.7% | +21.0% | +18.1% |
| 30D | -18.3% | -14.3% | -3.9% | -13.5% |
| 3M | -31.4% | -32.8% | +1.4% | -21.0% |
| 6M | -36.3% | -49.8% | +13.5% | -18.9% |
| YTD | +80.8% | -40.2% | +121.0% | +115.1% |
| 1Y | +87.7% | -52.7% | +140.4% | +167.1% |
| All | +87.7% | -53.2% | +140.9% | +167.1% |
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