+547.4%
PLTR vs ULTA
+44.7%
+502.8%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.1% | -1.3% | -0.2% |
| 7D | -4.1% | -3.1% | -1.0% | -2.6% |
| 30D | -2.2% | +2.8% | -5.0% | -4.0% |
| 3M | +27.6% | +14.8% | +12.8% | +18.4% |
| 6M | +10.3% | -16.2% | +26.5% | +18.4% |
| YTD | -5.9% | -9.6% | +3.7% | -3.4% |
| 1Y | +1.7% | +4.8% | -3.0% | -4.5% |
| 3Y | +959.1% | +30.7% | +928.4% | +706.7% |
| All | +547.4% | +44.7% | +502.8% | +301.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling