-44.8%
ZBRA vs NIO
-92.0%
+47.2%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.8% | +2.2% | -0.9% |
| 7D | -2.5% | +2.8% | -5.3% | -3.0% |
| 30D | -17.0% | -8.4% | -8.6% | -15.7% |
| 3M | -15.0% | -32.0% | +17.0% | -9.1% |
| 6M | +42.2% | -43.9% | +86.1% | +56.7% |
| YTD | +32.4% | -35.7% | +68.0% | +40.3% |
| 1Y | +23.3% | -51.1% | +74.4% | +37.5% |
| 3Y | +55.9% | -54.7% | +110.6% | +63.3% |
| 5Y | -44.8% | -91.7% | +46.9% | -28.0% |
| All | -44.8% | -92.0% | +47.2% | -28.0% |
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