+2,100.3%
ASX vs ULTA
+1,628.6%
+471.7%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.0% | -0.1% |
| 7D | -0.7% | +9.0% | -9.7% | -2.6% |
| 30D | +2.0% | +4.6% | -2.6% | +0.6% |
| 3M | -1.3% | +22.0% | -23.3% | -6.2% |
| 6M | +71.4% | -14.7% | +86.1% | +76.0% |
| YTD | +135.3% | -6.8% | +142.1% | +136.6% |
| 1Y | +267.5% | +6.5% | +260.9% | +257.1% |
| 3Y | +388.5% | +35.6% | +352.9% | +340.1% |
| 5Y | +417.1% | +47.6% | +369.5% | +351.8% |
| 10Y | +872.7% | +128.9% | +743.9% | +624.8% |
| All | +2,100.3% | +1,628.6% | +471.7% | +824.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling