+173.0%
ATI vs ULTA
+6.6%
+166.4%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.3% | +1.7% | +2.8% |
| 7D | -0.1% | +9.0% | -9.1% | -1.5% |
| 30D | +2.7% | +4.6% | -1.9% | +2.0% |
| 3M | +16.3% | +22.0% | -5.6% | +11.7% |
| 6M | +30.2% | -14.7% | +44.9% | +35.5% |
| YTD | +83.6% | -6.8% | +90.3% | +89.2% |
| 1Y | +173.0% | +6.5% | +166.5% | +179.6% |
| All | +173.0% | +6.6% | +166.4% | +179.6% |
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