-16.4%
ZBH vs NIO
-62.2%
+45.8%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -0.8% |
| 7D | -2.8% | -13.0% | +10.2% | -2.6% |
| 30D | -0.1% | -18.3% | +18.2% | +0.3% |
| 3M | +13.4% | -33.2% | +46.6% | +14.3% |
| 6M | +3.0% | -21.5% | +24.5% | +3.1% |
| YTD | +9.7% | -25.5% | +35.1% | +9.9% |
| 1Y | -5.4% | -38.0% | +32.6% | -5.0% |
| All | -16.4% | -62.2% | +45.8% | -15.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling