+445.9%
ASX vs ULTA
+32.1%
+413.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.6% | +8.7% | +6.6% |
| 7D | +6.3% | +0.7% | +5.7% | +6.1% |
| 30D | +6.4% | -2.8% | +9.2% | +7.0% |
| 3M | +13.1% | +18.7% | -5.5% | +8.2% |
| 6M | +90.3% | -15.0% | +105.3% | +96.2% |
| YTD | +149.6% | -9.2% | +158.8% | +152.9% |
| 1Y | +249.2% | +5.7% | +243.5% | +239.0% |
| 3Y | +445.9% | +32.8% | +413.1% | +357.7% |
| All | +445.9% | +32.1% | +413.8% | +357.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling