+17.4%
NXPI vs ULTA
+28.6%
-11.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.1% | +2.6% | +1.8% |
| 7D | +0.7% | -3.9% | +4.5% | +1.9% |
| 30D | -4.2% | -1.1% | -3.1% | -4.0% |
| 3M | -20.4% | +13.8% | -34.2% | -24.2% |
| 6M | +12.5% | -17.2% | +29.7% | +19.1% |
| YTD | +5.2% | -11.5% | +16.7% | +8.4% |
| 1Y | +5.1% | +3.9% | +1.2% | +1.5% |
| All | +17.4% | +28.6% | -11.1% | -8.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling