+358.3%
DELL vs ULTA
+5.8%
+352.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +2.1% | +9.9% | +12.0% |
| 7D | +8.2% | -3.1% | +11.3% | +8.1% |
| 30D | +17.1% | +2.8% | +14.3% | +17.3% |
| 3M | +45.2% | +14.8% | +30.4% | +46.4% |
| 6M | +286.8% | -16.2% | +303.0% | +296.4% |
| YTD | +354.8% | -9.6% | +364.4% | +354.1% |
| 1Y | +358.3% | +4.8% | +353.5% | +337.9% |
| All | +358.3% | +5.8% | +352.5% | +337.9% |
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