+240.5%
WPM vs NIO
-92.2%
+332.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +5.9% | -3.0% | +2.3% |
| 7D | +16.9% | +5.6% | +11.3% | +16.3% |
| 30D | +2.0% | -4.2% | +6.2% | +2.4% |
| 3M | +8.9% | -26.3% | +35.2% | +12.0% |
| 6M | +1.6% | -42.5% | +44.1% | +6.5% |
| YTD | +16.5% | -33.5% | +50.0% | +20.3% |
| 1Y | +42.2% | -52.7% | +94.9% | +50.8% |
| 3Y | +213.3% | -57.5% | +270.8% | +223.3% |
| All | +240.5% | -92.2% | +332.7% | +275.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling