+128.8%
ONTO vs NIO
-92.0%
+220.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.8% | +5.6% | +2.6% |
| 7D | -2.4% | +2.8% | -5.2% | -2.9% |
| 30D | -32.9% | -8.4% | -24.6% | -31.5% |
| 3M | -32.2% | -32.0% | -0.3% | -26.4% |
| 6M | -30.6% | -43.9% | +13.3% | -21.8% |
| YTD | +25.1% | -35.7% | +60.8% | +36.0% |
| 1Y | +40.0% | -51.1% | +91.1% | +60.6% |
| 3Y | +45.7% | -54.7% | +100.4% | +55.2% |
| 5Y | +128.8% | -91.7% | +220.5% | +233.5% |
| All | +128.8% | -92.0% | +220.8% | +233.5% |
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