+116.4%
WMB vs NIO
-56.9%
+173.3%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.8% | +5.3% | +1.6% |
| 7D | -6.9% | +2.8% | -9.7% | -7.0% |
| 30D | -7.2% | -8.4% | +1.2% | -7.0% |
| 3M | -5.4% | -32.0% | +26.5% | -4.5% |
| 6M | -4.9% | -43.9% | +39.1% | -3.4% |
| YTD | +14.7% | -35.7% | +50.4% | +15.6% |
| 1Y | +14.7% | -51.1% | +65.8% | +16.7% |
| 3Y | +116.4% | -54.7% | +171.1% | +117.6% |
| All | +116.4% | -56.9% | +173.3% | +117.6% |
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