+271.1%
WMB vs NIO
-46.0%
+317.1%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.2% | +3.4% | +2.2% |
| 7D | +1.6% | -1.8% | +3.4% | +1.7% |
| 30D | -7.1% | -6.6% | -0.5% | -6.8% |
| 3M | -4.0% | -29.9% | +25.9% | -2.2% |
| 6M | -5.7% | -46.6% | +40.9% | -2.6% |
| YTD | +17.2% | -36.5% | +53.6% | +19.4% |
| 1Y | +17.2% | -51.1% | +68.3% | +21.2% |
| 3Y | +121.1% | -55.2% | +176.3% | +123.7% |
| 5Y | +197.2% | -92.3% | +289.5% | +223.5% |
| All | +271.1% | -46.0% | +317.1% | +228.5% |
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