+145.4%
ASX vs ULTA
+23.0%
+122.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.5% | -3.5% | -2.1% |
| 7D | +12.4% | +2.5% | +9.9% | +12.2% |
| 30D | -19.8% | +11.5% | -31.3% | -20.0% |
| 3M | -10.3% | +28.1% | -38.5% | -11.5% |
| 6M | +1.2% | +34.2% | -33.0% | -0.6% |
| YTD | +123.0% | +9.2% | +113.8% | +123.9% |
| 1Y | +145.4% | +23.7% | +121.7% | +144.7% |
| All | +145.4% | +23.0% | +122.5% | +144.7% |
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