+184.8%
TD vs NIO
-45.3%
+230.2%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.8% | +3.5% | 0.0% |
| 7D | -0.7% | +2.8% | -3.5% | -0.9% |
| 30D | +7.6% | -8.4% | +16.0% | +8.2% |
| 3M | +3.0% | -32.0% | +35.0% | +5.6% |
| 6M | +16.8% | -43.9% | +60.8% | +21.0% |
| YTD | +34.3% | -35.7% | +70.0% | +37.4% |
| 1Y | +56.0% | -51.1% | +107.1% | +62.3% |
| 3Y | +132.4% | -54.7% | +187.0% | +136.0% |
| 5Y | +103.7% | -91.7% | +195.4% | +121.3% |
| All | +184.8% | -45.3% | +230.2% | +157.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling