+126.5%
TDG vs NIO
-90.3%
+216.7%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.4% | +0.7% | -1.5% |
| 7D | -2.4% | -4.1% | +1.7% | -2.1% |
| 30D | -8.0% | -23.2% | +15.2% | -6.1% |
| 3M | -10.5% | -29.9% | +19.5% | -8.1% |
| 6M | -11.9% | -25.1% | +13.2% | -10.5% |
| YTD | -15.4% | -27.5% | +12.1% | -14.0% |
| 1Y | -14.2% | -41.1% | +26.9% | -11.7% |
| 3Y | +51.0% | -63.1% | +114.2% | +57.5% |
| 5Y | +126.5% | -90.4% | +216.8% | +151.4% |
| All | +126.5% | -90.3% | +216.7% | +151.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling