-26.7%
ZTS vs NIO
-54.1%
+27.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +3.4% | +4.0% | +7.6% |
| 7D | +15.4% | -0.6% | +16.0% | +15.4% |
| 30D | +25.8% | -3.5% | +29.3% | +25.5% |
| 3M | +18.1% | -30.7% | +48.8% | +16.1% |
| 6M | -19.7% | -45.6% | +25.9% | -21.7% |
| YTD | -27.5% | -35.3% | +7.8% | -29.2% |
| 1Y | -26.7% | -53.9% | +27.2% | -24.0% |
| All | -26.7% | -54.1% | +27.4% | -24.0% |
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