+45.5%
IQV vs ULTA
+6.6%
+38.8%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.3% | -2.7% | -1.6% |
| 7D | +2.3% | +9.0% | -6.7% | +0.7% |
| 30D | +13.4% | +4.6% | +8.9% | +12.4% |
| 3M | +43.3% | +22.0% | +21.3% | +37.6% |
| 6M | +50.5% | -14.7% | +65.2% | +49.9% |
| YTD | +18.8% | -6.8% | +25.6% | +17.4% |
| 1Y | +45.5% | +6.5% | +38.9% | +41.8% |
| All | +45.5% | +6.6% | +38.8% | +41.8% |
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