+256.3%
ASX vs ULTA
+5.1%
+251.2%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.1% | -2.1% | -3.2% |
| 7D | +6.5% | -3.9% | +10.3% | +6.7% |
| 30D | +3.1% | -1.1% | +4.2% | +3.5% |
| 3M | +17.4% | +13.8% | +3.6% | +15.1% |
| 6M | +85.4% | -17.2% | +102.7% | +89.3% |
| YTD | +150.1% | -11.5% | +161.5% | +153.7% |
| 1Y | +256.3% | +3.9% | +252.4% | +258.5% |
| All | +256.3% | +5.1% | +251.2% | +258.5% |
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