+124.0%
TDG vs NIO
-93.2%
+217.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.9% | +6.1% | +1.6% |
| 7D | +1.7% | -14.5% | +16.1% | +3.0% |
| 30D | +9.7% | -15.0% | +24.6% | +11.1% |
| 3M | -2.3% | -35.6% | +33.2% | +1.0% |
| 6M | +1.3% | -55.7% | +57.0% | +7.8% |
| YTD | -8.5% | -43.1% | +34.7% | -5.2% |
| 1Y | -8.1% | -53.5% | +45.4% | -3.3% |
| 3Y | +43.4% | -59.8% | +103.2% | +47.2% |
| All | +124.0% | -93.2% | +217.2% | +164.9% |
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