+61.5%
ALB vs ULTA
+6.6%
+54.8%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.3% | -5.7% | -4.7% |
| 7D | -8.1% | +9.0% | -17.1% | -9.8% |
| 30D | +6.3% | +4.6% | +1.7% | +5.2% |
| 3M | -23.6% | +22.0% | -45.5% | -27.3% |
| 6M | -24.6% | -14.7% | -9.9% | -18.6% |
| YTD | -10.3% | -6.8% | -3.5% | -6.8% |
| 1Y | +61.5% | +6.5% | +54.9% | +58.2% |
| All | +61.5% | +6.6% | +54.8% | +58.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling