+724.9%
DELL vs ULTA
+31.2%
+693.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +2.1% | +9.9% | +11.6% |
| 7D | +8.2% | -3.1% | +11.3% | +8.8% |
| 30D | +17.1% | +2.8% | +14.3% | +16.6% |
| 3M | +45.2% | +14.8% | +30.4% | +41.7% |
| 6M | +286.8% | -16.2% | +303.0% | +299.4% |
| YTD | +354.8% | -9.6% | +364.4% | +360.0% |
| 1Y | +358.3% | +4.8% | +353.5% | +346.2% |
| 3Y | +724.9% | +30.7% | +694.2% | +603.3% |
| All | +724.9% | +31.2% | +693.7% | +603.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling