+43.1%
ONTO vs ULTA
+27.7%
+15.5%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +4.1% | -12.7% | -8.8% |
| 7D | -17.4% | +6.7% | -24.1% | -17.6% |
| 30D | -43.2% | +21.7% | -64.9% | -44.2% |
| 3M | -35.7% | +21.5% | -57.2% | -36.5% |
| 6M | -38.3% | +27.5% | -65.8% | -39.1% |
| YTD | +17.1% | +9.2% | +7.9% | +20.7% |
| 1Y | +43.1% | +27.9% | +15.3% | +45.0% |
| All | +43.1% | +27.7% | +15.5% | +45.0% |
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