+0.3%
ZBH vs NIO
-60.1%
+60.5%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.9% | +3.6% | -1.2% |
| 7D | -2.3% | -14.5% | +12.2% | -1.9% |
| 30D | +12.5% | -15.0% | +27.4% | +12.8% |
| 3M | +3.9% | -35.6% | +39.5% | +4.6% |
| 6M | +25.4% | -55.7% | +81.1% | +27.1% |
| YTD | +15.7% | -43.1% | +58.8% | +16.4% |
| 1Y | +15.2% | -53.5% | +68.7% | +16.4% |
| 3Y | +0.3% | -59.8% | +60.2% | +1.2% |
| All | +0.3% | -60.1% | +60.5% | +1.2% |
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 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