+57.4%
INTC vs ULTA
+27.7%
+29.7%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +4.1% | -7.8% | -4.3% |
| 7D | -39.0% | +6.7% | -45.7% | -39.4% |
| 30D | -49.8% | +21.7% | -71.6% | -51.3% |
| 3M | -42.2% | +21.5% | -63.7% | -43.7% |
| 6M | -39.2% | +27.5% | -66.7% | -40.8% |
| YTD | +57.9% | +9.2% | +48.7% | +61.3% |
| 1Y | +57.4% | +27.9% | +29.5% | +51.1% |
| All | +57.4% | +27.7% | +29.7% | +51.1% |
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