-9.7%
WY vs NIO
-38.3%
+28.6%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +1.9% | -0.2% |
| 7D | -1.7% | -4.1% | +2.5% | -1.4% |
| 30D | -9.9% | -23.2% | +13.4% | -7.9% |
| 3M | -7.5% | -29.9% | +22.4% | -4.9% |
| 6M | -5.1% | -25.1% | +20.0% | -3.5% |
| YTD | -2.1% | -27.5% | +25.4% | -0.3% |
| 1Y | -7.3% | -41.1% | +33.7% | -4.5% |
| 3Y | -22.6% | -63.1% | +40.5% | -19.9% |
| 5Y | -19.8% | -90.4% | +70.6% | -11.7% |
| All | -9.7% | -38.3% | +28.6% | -20.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling