+390.5%
ONTO vs NIO
+137.1%
+253.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +5.9% | +5.1% | +9.9% |
| 7D | -14.0% | +5.6% | -19.6% | -14.9% |
| 30D | -43.1% | -4.2% | -38.8% | -42.5% |
| 3M | -35.5% | -26.3% | -9.2% | -31.5% |
| 6M | -41.1% | -42.5% | +1.5% | -34.6% |
| YTD | +9.8% | -33.5% | +43.3% | +17.7% |
| 1Y | +31.5% | -52.7% | +84.2% | +49.9% |
| 3Y | +45.2% | -57.5% | +102.6% | +55.8% |
| 5Y | +86.7% | -92.0% | +178.7% | +152.7% |
| All | +390.5% | +137.1% | +253.4% | +284.9% |
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