-17.5%
ZBH vs NIO
-38.3%
+20.8%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.4% | +2.8% | +0.5% |
| 7D | -4.9% | -4.1% | -0.8% | -4.7% |
| 30D | -3.2% | -23.2% | +20.0% | -1.9% |
| 3M | +5.8% | -29.9% | +35.8% | +7.8% |
| 6M | +2.0% | -25.1% | +27.1% | +3.1% |
| YTD | +5.8% | -27.5% | +33.2% | +7.0% |
| 1Y | -7.9% | -41.1% | +33.1% | -6.1% |
| 3Y | -19.4% | -63.1% | +43.8% | -17.5% |
| 5Y | -29.5% | -90.4% | +60.9% | -24.4% |
| All | -17.5% | -38.3% | +20.8% | -26.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling