-23.0%
Z vs NIO
-44.5%
+21.5%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +3.4% | +6.0% | +9.0% |
| 7D | +10.2% | -0.6% | +10.8% | +10.1% |
| 30D | +23.7% | -3.5% | +27.2% | +23.9% |
| 3M | -6.6% | -30.7% | +24.1% | -4.1% |
| 6M | -23.0% | -45.6% | +22.6% | -19.4% |
| All | -23.0% | -44.5% | +21.5% | -19.4% |
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