+708.0%
OUST vs NIO
-55.4%
+763.5%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | +0.4% |
| 7D | +14.0% | -1.8% | +15.8% | +14.9% |
| 30D | +2.5% | -6.6% | +9.2% | +5.4% |
| 3M | -15.3% | -29.9% | +14.6% | -4.7% |
| 6M | +42.6% | -46.6% | +89.2% | +75.6% |
| YTD | +76.6% | -36.5% | +113.1% | +104.7% |
| 1Y | +54.1% | -51.1% | +105.2% | +91.7% |
| All | +708.0% | -55.4% | +763.5% | +984.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling