-53.8%
OUST vs NIO
-90.7%
+36.9%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.6% | +3.2% | +2.3% |
| 7D | +5.2% | -13.0% | +18.3% | +11.1% |
| 30D | -19.3% | -18.3% | -1.0% | -12.7% |
| 3M | -22.6% | -33.2% | +10.6% | -8.6% |
| 6M | +62.8% | -21.5% | +84.3% | +79.1% |
| YTD | +68.3% | -25.5% | +93.8% | +87.2% |
| 1Y | +28.5% | -38.0% | +66.6% | +50.8% |
| 3Y | +554.0% | -65.5% | +619.5% | +765.3% |
| All | -53.8% | -90.7% | +36.9% | -11.5% |
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