+177.8%
TD vs NIO
-36.7%
+214.4%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.6% | +0.2% | -1.3% |
| 7D | +0.3% | -13.0% | +13.4% | +1.2% |
| 30D | +0.4% | -18.3% | +18.7% | +1.7% |
| 3M | +7.6% | -33.2% | +40.9% | +10.4% |
| 6M | +25.0% | -21.5% | +46.5% | +26.3% |
| YTD | +31.0% | -25.5% | +56.5% | +32.7% |
| 1Y | +65.2% | -38.0% | +103.2% | +68.8% |
| 3Y | +122.5% | -65.5% | +187.9% | +129.8% |
| 5Y | +124.8% | -90.6% | +215.4% | +142.1% |
| All | +177.8% | -36.7% | +214.4% | +148.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling