+54.8%
ON vs NIO
-37.4%
+92.2%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.6% | +2.5% | +1.3% |
| 7D | +2.4% | -13.0% | +15.5% | +5.2% |
| 30D | -3.3% | -18.3% | +15.0% | +0.4% |
| 3M | -43.6% | -33.2% | -10.4% | -39.0% |
| 6M | +19.0% | -21.5% | +40.4% | +24.8% |
| YTD | +37.4% | -25.5% | +62.8% | +45.5% |
| 1Y | +54.8% | -38.0% | +92.8% | +82.6% |
| All | +54.8% | -37.4% | +92.2% | +82.6% |
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