+52.6%
TDG vs NIO
-63.5%
+116.1%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.4% |
| 7D | -0.9% | -6.7% | +5.7% | -0.8% |
| 30D | -6.5% | -20.0% | +13.5% | -6.1% |
| 3M | -5.1% | -30.5% | +25.4% | -4.3% |
| 6M | -11.5% | -20.7% | +9.2% | -11.2% |
| YTD | -13.9% | -25.7% | +11.8% | -13.5% |
| 1Y | -11.5% | -38.6% | +27.1% | -10.7% |
| All | +52.6% | -63.5% | +116.1% | +53.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling