+291.9%
ZETA vs NIO
-64.6%
+356.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.6% | -2.5% | -3.8% |
| 7D | +2.7% | -13.0% | +15.7% | +4.8% |
| 30D | +15.8% | -18.3% | +34.1% | +19.3% |
| 3M | +35.4% | -33.2% | +68.6% | +43.6% |
| 6M | +67.1% | -21.5% | +88.6% | +71.7% |
| YTD | +54.1% | -25.5% | +79.5% | +59.0% |
| 1Y | +67.8% | -38.0% | +105.8% | +77.1% |
| All | +291.9% | -64.6% | +356.5% | +321.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling