+4.8%
ULTA vs NIO
-36.7%
+41.5%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.1% | -1.0% | +2.3% |
| 7D | -3.1% | -2.9% | -0.2% | -3.3% |
| 30D | +2.8% | -18.7% | +21.5% | +1.2% |
| 3M | +14.8% | -29.4% | +44.2% | +11.9% |
| 6M | -16.2% | -32.5% | +16.3% | -18.4% |
| YTD | -9.6% | -27.6% | +18.0% | -11.8% |
| 1Y | +4.8% | -39.2% | +44.0% | +3.6% |
| All | +4.8% | -36.7% | +41.5% | +3.6% |
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