+87.8%
AAPL vs ULTA
+31.2%
+56.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.1% | -0.3% | +1.4% |
| 7D | +3.8% | -3.1% | +6.9% | +4.4% |
| 30D | +9.9% | +2.8% | +7.1% | +9.2% |
| 3M | +12.5% | +14.8% | -2.3% | +9.2% |
| 6M | +27.6% | -16.2% | +43.8% | +31.5% |
| YTD | +22.6% | -9.6% | +32.2% | +24.2% |
| 1Y | +45.0% | +4.8% | +40.2% | +41.8% |
| 3Y | +87.8% | +30.7% | +57.1% | +65.3% |
| All | +87.8% | +31.2% | +56.5% | +65.3% |
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