+567.0%
WDC vs NIO
-93.2%
+660.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -4.9% | -0.1% | -4.0% |
| 7D | +12.1% | -14.5% | +26.5% | +15.6% |
| 30D | -18.8% | -15.0% | -3.8% | -16.1% |
| 3M | -39.3% | -35.6% | -3.8% | -33.8% |
| 6M | -40.1% | -55.7% | +15.5% | -29.9% |
| YTD | +71.8% | -43.1% | +114.9% | +90.4% |
| 1Y | +88.5% | -53.5% | +142.0% | +116.7% |
| 3Y | +770.0% | -59.8% | +829.8% | +853.3% |
| All | +567.0% | -93.2% | +660.2% | +830.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling