+26.5%
WWD vs NIO
-54.1%
+80.6%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.4% | -5.3% | -2.1% |
| 7D | +7.3% | -0.6% | +7.9% | +7.4% |
| 30D | -2.0% | -3.5% | +1.5% | -1.8% |
| 3M | -12.6% | -30.7% | +18.1% | -11.3% |
| 6M | -8.4% | -45.6% | +37.2% | -5.9% |
| YTD | +8.2% | -35.3% | +43.5% | +9.6% |
| 1Y | +26.5% | -53.9% | +80.4% | +24.1% |
| All | +26.5% | -54.1% | +80.6% | +24.1% |
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 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