-60.6%
MSTR vs ULTA
+5.1%
-65.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.1% | -2.0% | -2.9% |
| 7D | -11.2% | -3.9% | -7.4% | -10.5% |
| 30D | +33.8% | -1.1% | +34.8% | +34.3% |
| 3M | +11.5% | +13.8% | -2.3% | +9.0% |
| 6M | -7.2% | -17.2% | +10.1% | -2.6% |
| YTD | -15.4% | -11.5% | -3.9% | -12.7% |
| 1Y | -60.6% | +3.9% | -64.5% | -61.4% |
| All | -60.6% | +5.1% | -65.7% | -61.4% |
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