+223.9%
NXPI vs ULTA
+132.3%
+91.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.1% | +2.4% | +3.7% |
| 7D | +3.9% | -3.1% | +6.9% | +5.1% |
| 30D | +1.4% | +2.8% | -1.4% | 0.0% |
| 3M | -21.5% | +14.8% | -36.3% | -26.2% |
| 6M | +19.4% | -16.2% | +35.6% | +26.1% |
| YTD | +9.9% | -9.6% | +19.6% | +12.4% |
| 1Y | +7.9% | +4.8% | +3.1% | +3.4% |
| 3Y | +22.7% | +30.7% | -8.0% | +3.3% |
| 5Y | +22.1% | +45.9% | -23.8% | -3.8% |
| All | +223.9% | +132.3% | +91.6% | +99.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ULTA.
Daily Out/Under-Performance
Portfolio return minus ULTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ULTA 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 10y: compounded portfolio wealth divided by compounded ULTA 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…
10y analysis · Full analysis span regression · 6 months rolling