-36.2%
AVAV vs ULTA
+6.6%
-42.8%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.3% | -3.0% | -2.1% |
| 7D | -2.2% | +9.0% | -11.2% | -4.8% |
| 30D | -13.9% | +4.6% | -18.5% | -15.1% |
| 3M | -29.2% | +22.0% | -51.2% | -33.3% |
| 6M | -36.1% | -14.7% | -21.4% | -33.5% |
| YTD | -40.2% | -6.8% | -33.4% | -38.1% |
| 1Y | -36.2% | +6.5% | -42.7% | -33.3% |
| All | -36.2% | +6.6% | -42.8% | -33.3% |
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