+47.6%
ON vs NIO
-54.1%
+101.7%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.4% | -5.3% | -2.5% |
| 7D | -5.8% | -0.6% | -5.2% | -5.7% |
| 30D | -17.1% | -3.5% | -13.6% | -16.6% |
| 3M | -11.8% | -30.7% | +18.9% | -6.7% |
| 6M | -30.2% | -45.6% | +15.5% | -23.1% |
| YTD | +31.6% | -35.3% | +66.9% | +43.7% |
| 1Y | +47.6% | -53.9% | +101.5% | +71.7% |
| All | +47.6% | -54.1% | +101.7% | +71.7% |
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 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