+40.0%
WPM vs NIO
-54.1%
+94.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +3.4% | +8.5% | +11.4% |
| 7D | +3.9% | -0.6% | +4.5% | +4.0% |
| 30D | -3.5% | -3.5% | 0.0% | -2.9% |
| 3M | +14.1% | -30.7% | +44.8% | +20.2% |
| 6M | +6.2% | -45.6% | +51.9% | +16.0% |
| YTD | +12.4% | -35.3% | +47.7% | +21.4% |
| 1Y | +40.0% | -53.9% | +93.9% | +70.6% |
| All | +40.0% | -54.1% | +94.1% | +70.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling