+1,735.1%
PLTR vs ULTA
+152.5%
+1,582.6%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.3% | -5.8% | -5.0% |
| 7D | -6.4% | +9.0% | -15.4% | -9.7% |
| 30D | +10.0% | +4.6% | +5.5% | +7.8% |
| 3M | +23.0% | +22.0% | +1.1% | +12.8% |
| 6M | +13.8% | -14.7% | +28.5% | +19.8% |
| YTD | -1.9% | -6.8% | +4.8% | -0.9% |
| 1Y | +11.6% | +6.5% | +5.1% | +5.7% |
| 3Y | +1,048.4% | +35.6% | +1,012.8% | +826.0% |
| 5Y | +554.4% | +47.6% | +506.8% | +405.5% |
| All | +1,735.1% | +152.5% | +1,582.6% | +1,390.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling