+146.5%
ASX vs ULTA
+27.7%
+118.8%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +4.1% | -8.0% | -4.0% |
| 7D | -14.6% | +6.7% | -21.3% | -14.7% |
| 30D | -21.1% | +21.7% | -42.8% | -21.9% |
| 3M | -3.1% | +21.5% | -24.6% | -3.7% |
| 6M | +17.4% | +27.5% | -10.2% | +16.1% |
| YTD | +135.3% | +9.2% | +126.1% | +135.6% |
| 1Y | +146.5% | +27.9% | +118.6% | +139.0% |
| All | +146.5% | +27.7% | +118.8% | +139.0% |
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