+968.7%
WPM vs NIO
-36.7%
+1,005.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.5% | -1.0% |
| 7D | +1.1% | -13.0% | +14.1% | +1.8% |
| 30D | +26.4% | -18.3% | +44.6% | +27.7% |
| 3M | +20.8% | -33.2% | +54.0% | +23.3% |
| 6M | +1.1% | -21.5% | +22.6% | +2.2% |
| YTD | +32.5% | -25.5% | +57.9% | +34.1% |
| 1Y | +51.5% | -38.0% | +89.5% | +54.4% |
| 3Y | +267.0% | -65.5% | +332.5% | +276.0% |
| 5Y | +250.1% | -90.6% | +340.7% | +265.2% |
| All | +968.7% | -36.7% | +1,005.4% | +994.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling