+294.9%
ZETA vs NIO
-93.2%
+388.1%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.9% | +3.3% | -0.5% |
| 7D | +18.1% | -14.5% | +32.6% | +22.3% |
| 30D | +13.6% | -15.0% | +28.5% | +17.9% |
| 3M | +23.7% | -35.6% | +59.3% | +36.6% |
| 6M | +128.5% | -55.7% | +184.1% | +173.7% |
| YTD | +80.1% | -43.1% | +123.2% | +100.3% |
| 1Y | +98.0% | -53.5% | +151.5% | +130.7% |
| 3Y | +348.6% | -59.8% | +408.4% | +390.4% |
| All | +294.9% | -93.2% | +388.1% | +616.2% |
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