-46.7%
HUBS vs ULTA
+6.6%
-53.3%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.3% | -4.2% | -3.2% |
| 7D | -5.0% | +9.0% | -14.0% | -6.7% |
| 30D | -1.0% | +4.6% | -5.6% | -2.3% |
| 3M | +12.4% | +22.0% | -9.6% | +7.8% |
| 6M | -11.1% | -14.7% | +3.6% | -10.3% |
| YTD | -38.3% | -6.8% | -31.5% | -39.8% |
| 1Y | -46.7% | +6.5% | -53.2% | -50.0% |
| All | -46.7% | +6.6% | -53.3% | -50.0% |
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