+16.5%
APH vs ULTA
+23.0%
-6.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.5% | -3.2% | -1.9% |
| 7D | +4.9% | +2.5% | +2.4% | +4.7% |
| 30D | -5.4% | +11.5% | -16.9% | -6.2% |
| 3M | -5.5% | +28.1% | -33.6% | -7.5% |
| 6M | +25.9% | +34.2% | -8.3% | +22.7% |
| YTD | +16.4% | +9.2% | +7.2% | +15.6% |
| 1Y | +16.5% | +23.7% | -7.3% | +16.3% |
| All | +16.5% | +23.0% | -6.5% | +16.3% |
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 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