-64.8%
Z vs NIO
-90.7%
+25.9%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.6% | -0.6% | -1.7% |
| 7D | -3.0% | -13.0% | +10.0% | +0.3% |
| 30D | -4.2% | -18.3% | +14.1% | +0.4% |
| 3M | -3.7% | -33.2% | +29.5% | +5.6% |
| 6M | -24.5% | -21.5% | -3.0% | -21.9% |
| YTD | -49.3% | -25.5% | -23.8% | -47.1% |
| 1Y | -58.7% | -38.0% | -20.7% | -55.5% |
| 3Y | -34.1% | -65.5% | +31.3% | -24.1% |
| All | -64.8% | -90.7% | +25.9% | -53.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling