-27.8%
PINS vs ULTA
+31.8%
-59.7%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.6% | +1.4% | -0.7% |
| 7D | -5.2% | +0.7% | -5.9% | -5.4% |
| 30D | -14.9% | -2.8% | -12.1% | -14.6% |
| 3M | -8.4% | +18.7% | -27.1% | -12.1% |
| 6M | +0.6% | -15.0% | +15.7% | +3.7% |
| YTD | -22.2% | -9.2% | -13.0% | -21.5% |
| 1Y | -46.9% | +5.7% | -52.6% | -48.7% |
| All | -27.8% | +31.8% | -59.7% | -41.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling