-85.1%
TTD vs NIO
-93.2%
+8.1%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -4.9% | +6.3% | +2.8% |
| 7D | +21.3% | -14.5% | +35.7% | +26.7% |
| 30D | +28.7% | -15.0% | +43.7% | +34.8% |
| 3M | +7.7% | -35.6% | +43.2% | +21.4% |
| 6M | -23.5% | -55.7% | +32.2% | -4.7% |
| YTD | -58.7% | -43.1% | -15.6% | -53.7% |
| 1Y | -63.4% | -53.5% | -9.9% | -56.4% |
| 3Y | -75.3% | -59.8% | -15.5% | -73.5% |
| All | -85.1% | -93.2% | +8.1% | -70.5% |
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