+59.7%
WM vs NIO
-92.1%
+151.8%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +5.9% | -8.0% | -2.1% |
| 7D | +1.2% | +5.6% | -4.4% | +1.2% |
| 30D | +13.1% | -4.2% | +17.3% | +13.1% |
| 3M | +3.6% | -26.3% | +29.9% | +3.5% |
| 6M | +8.1% | -42.5% | +50.6% | +7.9% |
| YTD | +8.9% | -33.5% | +42.4% | +8.8% |
| 1Y | +20.3% | -52.7% | +73.0% | +20.4% |
| 3Y | +46.2% | -57.5% | +103.6% | +45.9% |
| All | +59.7% | -92.1% | +151.8% | +62.7% |
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