-18.2%
NIO vs ZYBT
-58.9%
+40.7%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.5% | +5.6% | +3.1% |
| 7D | -2.9% | -3.7% | +0.8% | -2.9% |
| 30D | -18.7% | 0.0% | -18.7% | -18.7% |
| 3M | -29.4% | +72.2% | -101.7% | -28.9% |
| 6M | -32.5% | +103.1% | -135.7% | -32.8% |
| YTD | -27.6% | +34.8% | -62.4% | -27.3% |
| 1Y | -39.2% | -83.2% | +44.0% | -36.2% |
| All | -18.2% | -58.9% | +40.7% | -21.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling