-24.5%
Z vs NIO
-18.5%
-6.1%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.6% | -0.6% | -2.1% |
| 7D | -3.0% | -13.0% | +10.0% | -2.6% |
| 30D | -4.2% | -18.3% | +14.1% | -3.6% |
| 3M | -3.7% | -33.2% | +29.5% | -2.5% |
| 6M | -24.5% | -21.5% | -3.0% | -24.7% |
| All | -24.5% | -18.5% | -6.1% | -24.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling