+341.5%
ONTO vs NIO
+123.8%
+217.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -3.0% | -12.6% | -15.0% |
| 7D | -29.7% | -3.6% | -26.1% | -29.1% |
| 30D | -50.3% | -8.0% | -42.2% | -49.4% |
| 3M | -43.5% | -31.2% | -12.3% | -39.2% |
| 6M | -48.9% | -45.8% | -3.1% | -42.6% |
| YTD | -1.2% | -37.3% | +36.1% | +7.1% |
| 1Y | +14.9% | -56.1% | +71.0% | +32.8% |
| 3Y | +31.2% | -61.1% | +92.3% | +43.2% |
| 5Y | +68.1% | -92.4% | +160.5% | +130.0% |
| All | +341.5% | +123.8% | +217.7% | +250.2% |
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