-16.1%
ONDS vs NIO
-93.5%
+77.4%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.9% | +1.9% | -1.4% |
| 7D | -3.3% | -14.5% | +11.2% | +1.8% |
| 30D | -16.0% | -15.0% | -1.0% | -11.0% |
| 3M | -42.1% | -35.6% | -6.5% | -33.2% |
| 6M | -41.8% | -55.7% | +13.9% | -24.6% |
| YTD | -47.1% | -43.1% | -4.0% | -38.0% |
| 1Y | -21.3% | -53.5% | +32.2% | -1.6% |
| 3Y | +695.1% | -59.8% | +754.9% | +828.0% |
| 5Y | -50.0% | -93.2% | +43.2% | -3.0% |
| All | -16.1% | -93.5% | +77.4% | +72.2% |
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