-5.4%
ZBH vs NIO
-37.4%
+32.0%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -0.9% |
| 7D | -2.8% | -13.0% | +10.2% | -3.3% |
| 30D | -0.1% | -18.3% | +18.2% | -0.7% |
| 3M | +13.4% | -33.2% | +46.6% | +12.0% |
| 6M | +3.0% | -21.5% | +24.5% | +2.3% |
| YTD | +9.7% | -25.5% | +35.1% | +8.7% |
| 1Y | -5.4% | -38.0% | +32.6% | -7.2% |
| All | -5.4% | -37.4% | +32.0% | -7.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling