-7.9%
ZBH vs NIO
-38.9%
+31.0%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.4% | +2.8% | +0.3% |
| 7D | -4.9% | -4.1% | -0.8% | -5.0% |
| 30D | -3.2% | -23.2% | +20.0% | -4.0% |
| 3M | +5.8% | -29.9% | +35.8% | +4.7% |
| 6M | +2.0% | -25.1% | +27.1% | +1.2% |
| YTD | +5.8% | -27.5% | +33.2% | +4.8% |
| 1Y | -7.9% | -41.1% | +33.1% | -9.8% |
| All | -7.9% | -38.9% | +31.0% | -9.8% |
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