-13.7%
ZBH vs NIO
-92.0%
+78.3%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.8% | +2.9% | -0.7% |
| 7D | +10.6% | +2.8% | +7.7% | +10.4% |
| 30D | +20.4% | -8.4% | +28.8% | +21.0% |
| 3M | +10.0% | -32.0% | +42.0% | +12.3% |
| 6M | +31.0% | -43.9% | +75.0% | +34.9% |
| YTD | +20.3% | -35.7% | +56.0% | +22.4% |
| 1Y | +22.2% | -51.1% | +73.4% | +26.4% |
| 3Y | +4.7% | -54.7% | +59.4% | +5.8% |
| 5Y | -13.7% | -91.7% | +78.0% | -1.6% |
| All | -13.7% | -92.0% | +78.3% | -1.6% |
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