+48.9%
OUST vs NIO
-52.9%
+101.8%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.8% | +2.9% | +1.4% |
| 7D | +31.9% | +2.8% | +29.1% | +30.6% |
| 30D | -4.2% | -8.4% | +4.2% | +1.1% |
| 3M | -9.3% | -32.0% | +22.7% | +11.3% |
| 6M | +51.7% | -43.9% | +95.6% | +107.4% |
| YTD | +76.6% | -35.7% | +112.3% | +128.8% |
| 1Y | +48.9% | -51.1% | +100.0% | +133.7% |
| All | +48.9% | -52.9% | +101.8% | +133.7% |
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