+46.0%
AXTI vs ULTA
-15.7%
+61.8%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.1% | -5.0% | -6.5% |
| 7D | +15.1% | -3.9% | +19.0% | +13.6% |
| 30D | -12.3% | -1.1% | -11.3% | -10.7% |
| 3M | -24.1% | +13.8% | -37.9% | -16.7% |
| 6M | +46.0% | -17.2% | +63.3% | +48.8% |
| All | +46.0% | -15.7% | +61.8% | +48.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling