+349.7%
WWD vs NIO
-36.7%
+386.4%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.6% | +2.6% | +1.2% |
| 7D | +1.3% | -13.0% | +14.3% | +2.5% |
| 30D | -7.2% | -18.3% | +11.1% | -5.6% |
| 3M | -3.8% | -33.2% | +29.4% | -0.7% |
| 6M | -9.9% | -21.5% | +11.6% | -8.7% |
| YTD | +14.8% | -25.5% | +40.3% | +16.7% |
| 1Y | +42.1% | -38.0% | +80.1% | +46.0% |
| 3Y | +170.8% | -65.5% | +236.3% | +182.2% |
| 5Y | +197.5% | -90.6% | +288.1% | +231.0% |
| All | +349.7% | -36.7% | +386.4% | +281.1% |
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 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