+117.9%
WEC vs NIO
-43.5%
+161.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +5.9% | -8.0% | -2.1% |
| 7D | -0.2% | +5.6% | -5.8% | -0.2% |
| 30D | +12.3% | -4.2% | +16.5% | +12.3% |
| 3M | +8.3% | -26.3% | +34.6% | +8.2% |
| 6M | +3.5% | -42.5% | +46.0% | +3.3% |
| YTD | +12.7% | -33.5% | +46.2% | +12.6% |
| 1Y | +8.2% | -52.7% | +60.8% | +8.0% |
| 3Y | +55.9% | -57.5% | +113.3% | +55.7% |
| 5Y | +51.2% | -92.0% | +143.2% | +49.3% |
| All | +117.9% | -43.5% | +161.4% | +117.2% |
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 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