-49.8%
Z vs NIO
-92.3%
+42.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +3.4% | +6.0% | +8.6% |
| 7D | +10.2% | -0.6% | +10.8% | +10.4% |
| 30D | +23.7% | -3.5% | +27.2% | +24.6% |
| 3M | -6.6% | -30.7% | +24.1% | +1.7% |
| 6M | -23.0% | -45.6% | +22.6% | -11.7% |
| YTD | -50.3% | -35.3% | -15.0% | -46.5% |
| 1Y | -53.6% | -53.9% | +0.3% | -45.6% |
| 3Y | -10.1% | -59.9% | +49.8% | -1.6% |
| 5Y | -49.8% | -92.3% | +42.6% | -39.3% |
| All | -49.8% | -92.3% | +42.5% | -39.3% |
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