-31.3%
ZBH vs NIO
-90.3%
+59.0%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.3% | -3.7% | -3.9% |
| 7D | -5.2% | -6.7% | +1.4% | -4.9% |
| 30D | -2.4% | -20.0% | +17.6% | -1.2% |
| 3M | +8.3% | -30.5% | +38.7% | +10.3% |
| 6M | +0.7% | -20.7% | +21.4% | +1.3% |
| YTD | +5.3% | -25.7% | +31.0% | +6.4% |
| 1Y | -9.1% | -38.6% | +29.5% | -7.5% |
| 3Y | -19.7% | -62.3% | +42.6% | -17.4% |
| 5Y | -31.3% | -90.1% | +58.8% | -24.0% |
| All | -31.3% | -90.3% | +59.0% | -24.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling