+46.5%
ETSY vs ULTA
+6.6%
+39.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.3% | -8.0% | -7.2% |
| 7D | -8.5% | +9.0% | -17.5% | -11.3% |
| 30D | -10.9% | +4.6% | -15.5% | -12.4% |
| 3M | +14.1% | +22.0% | -7.9% | +6.0% |
| 6M | +37.5% | -14.7% | +52.2% | +44.7% |
| YTD | +38.0% | -6.8% | +44.8% | +36.4% |
| 1Y | +46.5% | +6.5% | +40.0% | +30.3% |
| All | +46.5% | +6.6% | +39.9% | +30.3% |
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 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