+279.7%
WPM vs NIO
-62.6%
+342.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.5% | -0.9% |
| 7D | +1.1% | -13.0% | +14.1% | +2.4% |
| 30D | +26.4% | -18.3% | +44.6% | +28.7% |
| 3M | +20.8% | -33.2% | +54.0% | +25.3% |
| 6M | +1.1% | -21.5% | +22.6% | +3.2% |
| YTD | +32.5% | -25.5% | +57.9% | +35.6% |
| 1Y | +51.5% | -38.0% | +89.5% | +56.8% |
| All | +279.7% | -62.6% | +342.3% | +304.8% |
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 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