-41.0%
NIO vs TDY
+9.2%
-50.2%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.2% | -3.5% | -3.3% |
| 7D | -7.3% | -1.9% | -5.4% | -6.6% |
| 30D | -22.5% | -12.5% | -10.0% | -18.8% |
| 3M | -30.9% | -0.8% | -30.1% | -30.9% |
| 6M | -37.2% | -9.0% | -28.2% | -35.5% |
| YTD | -29.8% | +16.8% | -46.6% | -33.4% |
| All | -41.0% | +9.2% | -50.2% | -43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TDY.
Daily Out/Under-Performance
Portfolio return minus TDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDY 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 TDY 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