+68.3%
HAL vs ULTA
+6.6%
+61.7%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.3% | -1.8% | -0.6% |
| 7D | +2.9% | +9.0% | -6.1% | +2.8% |
| 30D | +17.0% | +4.6% | +12.5% | +16.9% |
| 3M | -9.7% | +22.0% | -31.6% | -10.7% |
| 6M | +8.6% | -14.7% | +23.3% | +14.7% |
| YTD | +33.0% | -6.8% | +39.7% | +37.8% |
| 1Y | +68.3% | +6.5% | +61.8% | +72.6% |
| All | +68.3% | +6.6% | +61.7% | +72.6% |
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