+23.7%
ULTA vs NIO
-55.0%
+78.7%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.9% | +6.4% | +1.1% |
| 7D | +2.5% | -14.5% | +16.9% | +1.2% |
| 30D | +11.5% | -15.0% | +26.5% | +10.1% |
| 3M | +28.1% | -35.6% | +63.7% | +22.9% |
| 6M | +34.2% | -55.7% | +89.9% | +24.8% |
| YTD | +9.2% | -43.1% | +52.3% | +4.1% |
| 1Y | +23.7% | -53.5% | +77.3% | +20.0% |
| All | +23.7% | -55.0% | +78.7% | +20.0% |
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