-73.5%
OPEN vs ULTA
+5.8%
-79.2%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.1% | -2.4% | -1.0% |
| 7D | -11.4% | -3.1% | -8.4% | -10.6% |
| 30D | -20.1% | +2.8% | -22.9% | -20.8% |
| 3M | -37.6% | +14.8% | -52.4% | -40.6% |
| 6M | -47.1% | -16.2% | -30.8% | -42.9% |
| YTD | -52.1% | -9.6% | -42.5% | -50.9% |
| 1Y | -73.5% | +4.8% | -78.2% | -76.5% |
| All | -73.5% | +5.8% | -79.2% | -76.5% |
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 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