+48.8%
OUST vs NIO
-55.0%
+103.8%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | -4.9% | -3.6% | -5.6% |
| 7D | -3.8% | -14.5% | +10.7% | +5.6% |
| 30D | +5.1% | -15.0% | +20.0% | +16.2% |
| 3M | -25.8% | -35.6% | +9.7% | -5.5% |
| 6M | -2.0% | -55.7% | +53.6% | +48.9% |
| YTD | +54.7% | -43.1% | +97.9% | +115.2% |
| 1Y | +48.8% | -53.5% | +102.3% | +135.4% |
| All | +48.8% | -55.0% | +103.8% | +135.4% |
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