+19.1%
OUST vs NIO
-44.5%
+63.7%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.7% | +3.4% | +12.3% | +12.4% |
| 7D | -0.2% | -0.6% | +0.4% | +0.7% |
| 30D | -24.0% | -3.5% | -20.5% | -21.1% |
| 3M | -29.9% | -30.7% | +0.8% | -0.8% |
| 6M | +19.1% | -45.6% | +64.8% | +121.5% |
| All | +19.1% | -44.5% | +63.7% | +121.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling