+92.4%
ROIV vs ULTA
+27.7%
+64.7%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +4.1% | +2.0% | +5.5% |
| 7D | +3.0% | +6.7% | -3.7% | +2.2% |
| 30D | +6.8% | +21.7% | -14.9% | +4.5% |
| 3M | +10.5% | +21.5% | -11.0% | +7.9% |
| 6M | +34.8% | +27.5% | +7.3% | +31.0% |
| YTD | +76.2% | +9.2% | +67.0% | +77.5% |
| 1Y | +92.4% | +27.9% | +64.5% | +97.6% |
| All | +92.4% | +27.7% | +64.7% | +97.6% |
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 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