+90.6%
ZETA vs NIO
-53.4%
+144.0%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -1.2% | +8.8% | +7.8% |
| 7D | +18.8% | -1.8% | +20.6% | +19.0% |
| 30D | +12.6% | -6.6% | +19.3% | +14.0% |
| 3M | +29.5% | -29.9% | +59.3% | +37.0% |
| 6M | +128.6% | -46.6% | +175.2% | +148.7% |
| YTD | +85.5% | -36.5% | +121.9% | +101.9% |
| 1Y | +90.6% | -51.1% | +141.7% | +128.4% |
| All | +90.6% | -53.4% | +144.0% | +128.4% |
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