+28.5%
OUST vs NIO
-37.4%
+65.9%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.6% | +3.2% | +2.3% |
| 7D | +5.2% | -13.0% | +18.3% | +11.6% |
| 30D | -19.3% | -18.3% | -1.0% | -12.3% |
| 3M | -22.6% | -33.2% | +10.6% | -8.0% |
| 6M | +62.8% | -21.5% | +84.3% | +85.4% |
| YTD | +68.3% | -25.5% | +93.8% | +93.2% |
| 1Y | +28.5% | -38.0% | +66.6% | +53.5% |
| All | +28.5% | -37.4% | +65.9% | +53.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling