+46.5%
WM vs NIO
-55.4%
+102.0%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.2% | +2.4% | +1.2% |
| 7D | +0.8% | -1.8% | +2.6% | +0.7% |
| 30D | +13.8% | -6.6% | +20.4% | +13.6% |
| 3M | +6.4% | -29.9% | +36.3% | +5.5% |
| 6M | +13.2% | -46.6% | +59.8% | +11.7% |
| YTD | +10.8% | -36.5% | +47.2% | +9.8% |
| 1Y | +20.2% | -51.1% | +71.3% | +19.0% |
| All | +46.5% | -55.4% | +102.0% | +45.1% |
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