+7.9%
ZBH vs NIO
-54.1%
+62.0%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | +3.4% | +10.0% | +13.5% |
| 7D | +14.3% | -0.6% | +14.9% | +14.2% |
| 30D | +20.3% | -3.5% | +23.8% | +20.1% |
| 3M | +15.3% | -30.7% | +45.9% | +14.0% |
| 6M | +33.9% | -45.6% | +79.6% | +31.9% |
| YTD | +23.5% | -35.3% | +58.8% | +21.5% |
| 1Y | +7.9% | -53.9% | +61.8% | -1.0% |
| All | +7.9% | -54.1% | +62.0% | -1.0% |
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