-20.6%
NIO vs ZYBT
-57.8%
+37.2%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.3% | -4.5% | -3.2% |
| 7D | -7.3% | -2.5% | -4.8% | -7.3% |
| 30D | -22.5% | -1.2% | -21.3% | -22.5% |
| 3M | -30.9% | +76.7% | -107.6% | -30.4% |
| 6M | -37.2% | +103.6% | -140.8% | -37.4% |
| YTD | -29.8% | +38.3% | -68.1% | -29.4% |
| 1Y | -37.4% | -84.7% | +47.3% | -34.1% |
| All | -20.6% | -57.8% | +37.2% | -23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 3y: compounded portfolio wealth divided by compounded ZYBT 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…
3y analysis · Full analysis span regression · 6 months rolling