+259.0%
ON vs NIO
-43.2%
+302.2%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.6% | +8.6% | +9.0% |
| 7D | -1.4% | +6.9% | -8.3% | -2.7% |
| 30D | -10.9% | -4.7% | -6.1% | -10.0% |
| 3M | -14.9% | -28.1% | +13.2% | -9.4% |
| 6M | -33.0% | -41.7% | +8.7% | -26.0% |
| YTD | +27.6% | -33.1% | +60.8% | +35.9% |
| 1Y | +44.5% | -50.3% | +94.8% | +62.3% |
| 3Y | +7.4% | -54.4% | +61.7% | +15.0% |
| 5Y | +18.7% | -91.6% | +110.4% | +56.5% |
| All | +259.0% | -43.2% | +302.2% | +232.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling