+8,732.2%
AMD vs ULTA
+122.7%
+8,609.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.3% | +4.4% | +3.5% |
| 7D | +14.0% | -1.8% | +15.8% | +14.7% |
| 30D | +11.0% | -1.2% | +12.2% | +11.0% |
| 3M | +9.6% | +13.4% | -3.8% | +3.7% |
| 6M | +157.1% | -15.6% | +172.7% | +169.3% |
| YTD | +143.3% | -10.4% | +153.8% | +149.0% |
| 1Y | +234.4% | +5.5% | +229.0% | +221.1% |
| 3Y | +391.2% | +31.0% | +360.2% | +319.8% |
| 5Y | +390.9% | +41.8% | +349.1% | +307.5% |
| 10Y | +8,732.2% | +127.0% | +8,605.2% | +5,536.9% |
| All | +8,732.2% | +122.7% | +8,609.5% | +5,536.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling