-39.2%
ZBRA vs NIO
-90.3%
+51.1%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.3% | -2.5% | -2.8% |
| 7D | +2.6% | -6.7% | +9.2% | +3.8% |
| 30D | -6.4% | -20.0% | +13.7% | -2.6% |
| 3M | +51.3% | -30.5% | +81.7% | +61.1% |
| 6M | +60.5% | -20.7% | +81.2% | +64.7% |
| YTD | +45.2% | -25.7% | +70.9% | +50.1% |
| 1Y | +12.3% | -38.6% | +50.9% | +19.7% |
| 3Y | +37.5% | -62.3% | +99.8% | +50.2% |
| 5Y | -39.2% | -90.1% | +50.9% | -21.1% |
| All | -39.2% | -90.3% | +51.1% | -21.1% |
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