+1,330.5%
WDC vs NIO
-62.6%
+1,393.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.6% | +7.4% | +6.1% |
| 7D | +1.7% | -13.0% | +14.8% | +4.2% |
| 30D | -10.0% | -18.3% | +8.3% | -6.9% |
| 3M | -18.8% | -33.2% | +14.5% | -13.0% |
| 6M | +79.0% | -21.5% | +100.5% | +86.1% |
| YTD | +171.6% | -25.5% | +197.0% | +183.8% |
| 1Y | +417.4% | -38.0% | +455.4% | +453.3% |
| All | +1,330.5% | -62.6% | +1,393.2% | +1,413.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling