+297.8%
ZS vs NIO
-36.7%
+334.5%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.6% | -2.9% | -4.3% |
| 7D | -7.8% | -13.0% | +5.2% | -5.9% |
| 30D | +5.0% | -18.3% | +23.3% | +8.2% |
| 3M | +25.5% | -33.2% | +58.8% | +33.1% |
| 6M | +8.7% | -21.5% | +30.2% | +10.7% |
| YTD | -24.5% | -25.5% | +1.0% | -22.8% |
| 1Y | -36.7% | -38.0% | +1.3% | -33.9% |
| 3Y | +7.2% | -65.5% | +72.7% | +15.0% |
| 5Y | -40.9% | -90.6% | +49.7% | -28.1% |
| All | +297.8% | -36.7% | +334.5% | +292.2% |
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 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