-8.6%
ONON vs NIO
-64.5%
+55.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.1% | -1.0% | +1.8% |
| 7D | -2.1% | -2.9% | +0.8% | -1.8% |
| 30D | -11.6% | -18.7% | +7.1% | -9.9% |
| 3M | -30.1% | -29.4% | -0.6% | -27.8% |
| 6M | -30.5% | -32.5% | +2.0% | -28.2% |
| YTD | -41.0% | -27.6% | -13.4% | -39.6% |
| 1Y | -36.7% | -39.2% | +2.5% | -34.4% |
| 3Y | -8.6% | -64.3% | +55.7% | -0.1% |
| All | -8.6% | -64.5% | +55.9% | -0.1% |
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