+12.4%
ZBRA vs NIO
-37.6%
+50.0%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.2% | +3.0% | +0.1% |
| 7D | -3.8% | -7.3% | +3.5% | -3.1% |
| 30D | -10.2% | -22.5% | +12.3% | -8.1% |
| 3M | +58.7% | -30.9% | +89.6% | +64.0% |
| 6M | +61.9% | -37.2% | +99.1% | +67.6% |
| YTD | +41.7% | -29.8% | +71.5% | +44.5% |
| 1Y | +12.4% | -37.4% | +49.8% | +22.8% |
| All | +12.4% | -37.6% | +50.0% | +22.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling