+118.3%
EQT vs ULTA
+1,575.4%
-1,457.2%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-11.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.1% | -3.7% | -2.0% |
| 7D | -2.0% | -3.1% | +1.1% | -1.4% |
| 30D | 0.0% | +2.8% | -2.8% | -0.6% |
| 3M | +5.9% | +14.8% | -8.8% | +2.8% |
| 6M | -14.8% | -16.2% | +1.4% | -12.6% |
| YTD | +1.8% | -9.6% | +11.4% | +2.7% |
| 1Y | +7.4% | +4.8% | +2.6% | +4.9% |
| 3Y | +33.6% | +30.7% | +2.9% | +21.7% |
| 5Y | +199.3% | +45.9% | +153.4% | +162.9% |
| 10Y | +50.0% | +129.0% | -79.0% | +12.2% |
| All | +118.3% | +1,575.4% | -1,457.2% | -18.2% |
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 1990-01-01 to 2026-09-11: 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…
1990-01-01 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling