-20.5%
WY vs NIO
-90.3%
+69.8%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.2% | -1.4% |
| 7D | -2.1% | -6.7% | +4.6% | -1.4% |
| 30D | -10.5% | -20.0% | +9.6% | -8.6% |
| 3M | -4.9% | -30.5% | +25.6% | -1.8% |
| 6M | -4.9% | -20.7% | +15.8% | -3.6% |
| YTD | -1.7% | -25.7% | +24.0% | +0.1% |
| 1Y | -9.4% | -38.6% | +29.2% | -6.6% |
| 3Y | -22.3% | -62.3% | +39.9% | -18.7% |
| 5Y | -20.5% | -90.1% | +69.5% | -9.8% |
| All | -20.5% | -90.3% | +69.8% | -9.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling