-7.5%
WY vs NIO
-37.4%
+29.9%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | -0.1% |
| 7D | -2.6% | -13.0% | +10.4% | -2.7% |
| 30D | -10.9% | -18.3% | +7.4% | -11.0% |
| 3M | -6.0% | -33.2% | +27.2% | -6.0% |
| 6M | -5.6% | -21.5% | +15.8% | -5.2% |
| YTD | -1.1% | -25.5% | +24.3% | -0.7% |
| 1Y | -7.5% | -38.0% | +30.5% | -6.4% |
| All | -7.5% | -37.4% | +29.9% | -6.4% |
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