+5.8%
GLXY vs ULTA
+29.5%
-23.7%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.1% | -2.9% | -3.9% |
| 7D | -8.9% | -3.9% | -5.1% | -8.5% |
| 30D | +19.9% | -1.1% | +20.9% | +20.2% |
| 3M | -20.0% | +13.8% | -33.7% | -20.8% |
| 6M | +10.5% | -17.2% | +27.8% | +12.7% |
| YTD | +7.9% | -11.5% | +19.4% | +8.7% |
| 1Y | -7.5% | +3.9% | -11.4% | -8.8% |
| All | +5.8% | +29.5% | -23.7% | +13.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling