+238.0%
ONTO vs NIO
-90.7%
+328.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.6% | +7.7% | +6.5% |
| 7D | -1.0% | -13.0% | +12.0% | +2.0% |
| 30D | -2.9% | -18.3% | +15.4% | +1.3% |
| 3M | -2.5% | -33.2% | +30.8% | +6.3% |
| 6M | +28.2% | -21.5% | +49.7% | +33.9% |
| YTD | +69.8% | -25.5% | +95.3% | +78.6% |
| 1Y | +162.9% | -38.0% | +200.9% | +184.6% |
| 3Y | +95.9% | -65.5% | +161.4% | +123.5% |
| All | +238.0% | -90.7% | +328.7% | +396.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling