-69.0%
AVAV vs ULTA
+27.7%
-96.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +4.1% | -12.4% | -9.3% |
| 7D | -10.1% | +6.7% | -16.8% | -11.6% |
| 30D | -18.7% | +21.7% | -40.5% | -22.9% |
| 3M | -33.0% | +21.5% | -54.5% | -36.5% |
| 6M | -37.2% | +27.5% | -64.7% | -40.8% |
| YTD | -53.2% | +9.2% | -62.4% | -53.6% |
| 1Y | -69.0% | +27.9% | -96.9% | -69.2% |
| All | -69.0% | +27.7% | -96.7% | -69.2% |
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 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