-7.1%
HAL vs ULTA
+31.2%
-38.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.1% | -2.7% | -0.9% |
| 7D | -3.3% | -3.1% | -0.2% | -2.9% |
| 30D | +8.2% | +2.8% | +5.4% | +7.7% |
| 3M | -9.4% | +14.8% | -24.2% | -11.4% |
| 6M | +0.6% | -16.2% | +16.9% | +3.7% |
| YTD | +28.6% | -9.6% | +38.2% | +30.5% |
| 1Y | +63.9% | +4.8% | +59.1% | +61.8% |
| 3Y | -7.1% | +30.7% | -37.8% | -16.3% |
| All | -7.1% | +31.2% | -38.4% | -16.3% |
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