+479.4%
ASX vs ULTA
+44.0%
+435.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.3% | +4.9% | +3.9% |
| 7D | +11.1% | -1.8% | +12.9% | +11.6% |
| 30D | +9.6% | -1.2% | +10.8% | +9.6% |
| 3M | +18.6% | +13.4% | +5.2% | +13.5% |
| 6M | +92.1% | -15.6% | +107.8% | +99.6% |
| YTD | +158.5% | -10.4% | +168.9% | +163.2% |
| 1Y | +271.9% | +5.5% | +266.4% | +257.9% |
| 3Y | +465.2% | +31.0% | +434.3% | +383.7% |
| 5Y | +479.4% | +41.8% | +437.6% | +357.8% |
| All | +479.4% | +44.0% | +435.4% | +357.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling