+6.5%
ULTA vs NIO
-37.4%
+43.9%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.6% | +2.8% | +1.1% |
| 7D | +9.0% | -13.0% | +22.1% | +8.0% |
| 30D | +4.6% | -18.3% | +22.8% | +3.2% |
| 3M | +22.0% | -33.2% | +55.2% | +19.0% |
| 6M | -14.7% | -21.5% | +6.8% | -16.6% |
| YTD | -6.8% | -25.5% | +18.7% | -8.6% |
| 1Y | +6.5% | -38.0% | +44.5% | +6.0% |
| All | +6.5% | -37.4% | +43.9% | +6.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling