+1,062.7%
INTU vs ULTA
+1,583.0%
-520.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.6% | -1.5% | -3.5% |
| 7D | -7.5% | +0.7% | -8.2% | -7.7% |
| 30D | -1.9% | -2.8% | +0.9% | -1.5% |
| 3M | +4.9% | +18.7% | -13.8% | +0.6% |
| 6M | -33.2% | -15.0% | -18.2% | -31.4% |
| YTD | -51.4% | -9.2% | -42.2% | -51.0% |
| 1Y | -52.0% | +5.7% | -57.6% | -53.4% |
| 3Y | -40.7% | +32.8% | -73.4% | -46.7% |
| 5Y | -41.7% | +46.0% | -87.7% | -48.9% |
| 10Y | +211.1% | +125.5% | +85.6% | +132.9% |
| All | +1,062.7% | +1,583.0% | -520.3% | +362.5% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling