-8.6%
Z vs NIO
-60.9%
+52.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +3.4% | +6.0% | +9.0% |
| 7D | +10.2% | -0.6% | +10.8% | +10.3% |
| 30D | +23.7% | -3.5% | +27.2% | +24.2% |
| 3M | -6.6% | -30.7% | +24.1% | -2.0% |
| 6M | -23.0% | -45.6% | +22.6% | -16.9% |
| YTD | -50.3% | -35.3% | -15.0% | -48.1% |
| 1Y | -53.6% | -53.9% | +0.3% | -49.0% |
| All | -8.6% | -60.9% | +52.3% | -4.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling