-39.0%
AVAV vs ULTA
+5.2%
-44.3%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.3% | -4.0% | -5.0% |
| 7D | -3.2% | -1.8% | -1.4% | -2.7% |
| 30D | -25.6% | -1.2% | -24.3% | -25.3% |
| 3M | -20.2% | +13.4% | -33.6% | -23.0% |
| 6M | -38.1% | -15.6% | -22.4% | -35.5% |
| YTD | -41.8% | -10.4% | -31.4% | -39.1% |
| 1Y | -39.0% | +5.5% | -44.5% | -35.8% |
| All | -39.0% | +5.2% | -44.3% | -35.8% |
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 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