+194.7%
WELL vs NIO
-59.9%
+254.6%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.9% | -6.1% | -0.2% |
| 7D | +4.4% | +5.6% | -1.2% | +4.4% |
| 30D | +10.8% | -4.2% | +15.0% | +10.8% |
| 3M | +4.2% | -26.3% | +30.5% | +4.6% |
| 6M | +14.0% | -42.5% | +56.5% | +14.9% |
| YTD | +33.4% | -33.5% | +67.0% | +34.0% |
| 1Y | +32.4% | -52.7% | +85.1% | +33.4% |
| 3Y | +194.7% | -57.5% | +252.2% | +200.1% |
| All | +194.7% | -59.9% | +254.6% | +200.1% |
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 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