+53.9%
WM vs NIO
-90.7%
+144.6%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.3% | -1.2% |
| 7D | -0.3% | -13.0% | +12.7% | -0.3% |
| 30D | -2.4% | -18.3% | +15.9% | -2.4% |
| 3M | +0.4% | -33.2% | +33.6% | +0.3% |
| 6M | -9.5% | -21.5% | +12.0% | -9.6% |
| YTD | +0.5% | -25.5% | +26.0% | +0.4% |
| 1Y | -1.1% | -38.0% | +36.9% | -1.2% |
| 3Y | +46.0% | -65.5% | +111.5% | +46.5% |
| All | +53.9% | -90.7% | +144.6% | +55.7% |
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