-42.5%
ZS vs NIO
-37.4%
-5.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.3% | -4.4% | -4.6% |
| 7D | -9.2% | -6.7% | -2.6% | -9.3% |
| 30D | -4.0% | -20.0% | +16.0% | -4.3% |
| 3M | +25.3% | -30.5% | +55.8% | +23.9% |
| 6M | -1.3% | -20.7% | +19.4% | -2.1% |
| YTD | -28.0% | -25.7% | -2.3% | -27.9% |
| 1Y | -42.5% | -38.6% | -3.9% | -38.9% |
| All | -42.5% | -37.4% | -5.1% | -38.9% |
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