+107.6%
ZBRA vs NIO
-36.7%
+144.3%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.6% | +3.0% | +1.7% |
| 7D | +1.8% | -13.0% | +14.8% | +3.5% |
| 30D | -1.7% | -18.3% | +16.6% | +0.7% |
| 3M | +47.8% | -33.2% | +81.0% | +55.0% |
| 6M | +56.7% | -21.5% | +78.2% | +59.9% |
| YTD | +49.4% | -25.5% | +74.9% | +53.0% |
| 1Y | +16.5% | -38.0% | +54.6% | +21.6% |
| 3Y | +31.5% | -65.5% | +96.9% | +40.3% |
| 5Y | -38.6% | -90.6% | +52.0% | -29.1% |
| All | +107.6% | -36.7% | +144.3% | +96.0% |
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 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