+49.3%
WPM vs NIO
-35.5%
+84.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.4% | +3.4% | +1.4% |
| 7D | +3.9% | -4.1% | +8.0% | +4.4% |
| 30D | +17.7% | -23.2% | +40.9% | +21.6% |
| 3M | +39.4% | -29.9% | +69.4% | +45.6% |
| 6M | +6.4% | -25.1% | +31.5% | +11.0% |
| YTD | +34.0% | -27.5% | +61.4% | +40.4% |
| All | +49.3% | -35.5% | +84.9% | +61.8% |
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