+412.6%
WDC vs NIO
-37.4%
+449.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.3% | +2.4% | +2.2% |
| 7D | +6.0% | -6.7% | +12.6% | +8.3% |
| 30D | +9.9% | -20.0% | +30.0% | +18.1% |
| 3M | -9.4% | -30.5% | +21.1% | +1.7% |
| 6M | +94.7% | -20.7% | +115.4% | +108.3% |
| YTD | +177.4% | -25.7% | +203.0% | +201.4% |
| 1Y | +412.6% | -38.6% | +451.2% | +516.2% |
| All | +412.6% | -37.4% | +449.9% | +516.2% |
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