-38.9%
PINS vs ULTA
+69.4%
-108.3%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.6% |
| 7D | -9.4% | -0.2% | -9.1% | -9.3% |
| 30D | -10.2% | +16.1% | -26.4% | -13.0% |
| 3M | -19.0% | +21.7% | -40.8% | -22.4% |
| 6M | -7.4% | +28.7% | -36.1% | -12.4% |
| YTD | -25.7% | +8.9% | -34.7% | -27.9% |
| 1Y | -29.7% | +26.1% | -55.8% | -34.3% |
| All | -38.9% | +69.4% | -108.3% | -49.6% |
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