+269.2%
ON vs NIO
-36.8%
+306.1%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.3% | -4.2% | -4.4% |
| 7D | -2.2% | -6.7% | +4.5% | -0.9% |
| 30D | -12.4% | -20.0% | +7.6% | -8.7% |
| 3M | -41.2% | -30.5% | -10.7% | -37.1% |
| 6M | +25.0% | -20.7% | +45.7% | +29.3% |
| YTD | +31.3% | -25.7% | +57.0% | +37.0% |
| 1Y | +45.4% | -38.6% | +84.0% | +56.3% |
| 3Y | -27.4% | -62.3% | +34.8% | -20.0% |
| 5Y | +58.5% | -90.1% | +148.5% | +102.8% |
| All | +269.2% | -36.8% | +306.1% | +234.7% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling