-8.0%
WY vs NIO
-36.7%
+28.7%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +1.0% |
| 7D | -1.7% | -13.0% | +11.3% | -0.6% |
| 30D | -10.1% | -18.3% | +8.2% | -8.6% |
| 3M | -5.1% | -33.2% | +28.1% | -2.1% |
| 6M | -4.8% | -21.5% | +16.7% | -3.5% |
| YTD | -0.2% | -25.5% | +25.3% | +1.4% |
| 1Y | -6.6% | -38.0% | +31.4% | -4.2% |
| 3Y | -22.7% | -65.5% | +42.7% | -19.5% |
| 5Y | -22.2% | -90.6% | +68.4% | -14.2% |
| All | -8.0% | -36.7% | +28.7% | -19.5% |
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