-4.4%
ON vs NIO
-59.9%
+55.5%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.9% | -5.5% | -0.9% |
| 7D | -11.7% | +5.6% | -17.3% | -12.8% |
| 30D | -23.3% | -4.2% | -19.0% | -22.5% |
| 3M | -19.2% | -26.3% | +7.1% | -13.5% |
| 6M | -40.1% | -42.5% | +2.4% | -32.4% |
| YTD | +16.9% | -33.5% | +50.4% | +26.1% |
| 1Y | +29.7% | -52.7% | +82.4% | +51.4% |
| 3Y | -4.4% | -57.5% | +53.1% | +4.3% |
| All | -4.4% | -59.9% | +55.5% | +4.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling