-34.0%
Z vs NIO
-64.6%
+30.6%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.6% | -0.6% | -1.9% |
| 7D | -3.0% | -13.0% | +10.0% | -1.1% |
| 30D | -4.2% | -18.3% | +14.1% | -1.5% |
| 3M | -3.7% | -33.2% | +29.5% | +1.8% |
| 6M | -24.5% | -21.5% | -3.0% | -22.9% |
| YTD | -49.3% | -25.5% | -23.8% | -48.0% |
| 1Y | -58.7% | -38.0% | -20.7% | -56.7% |
| All | -34.0% | -64.6% | +30.6% | -30.2% |
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