-14.5%
ZBH vs NIO
-36.7%
+22.2%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -0.8% |
| 7D | -2.8% | -13.0% | +10.2% | -2.1% |
| 30D | -0.1% | -18.3% | +18.2% | +1.0% |
| 3M | +13.4% | -33.2% | +46.6% | +15.8% |
| 6M | +3.0% | -21.5% | +24.5% | +3.8% |
| YTD | +9.7% | -25.5% | +35.1% | +10.8% |
| 1Y | -5.4% | -38.0% | +32.6% | -3.8% |
| 3Y | -15.6% | -65.5% | +49.9% | -13.2% |
| 5Y | -28.1% | -90.6% | +62.5% | -22.9% |
| All | -14.5% | -36.7% | +22.2% | -23.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling