+2,684.0%
SNDK vs ULTA
+6.6%
+2,677.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +1.3% | +10.6% | +11.8% |
| 7D | +17.2% | +9.0% | +8.2% | +16.8% |
| 30D | +28.8% | +4.6% | +24.3% | +29.2% |
| 3M | -1.1% | +22.0% | -23.1% | -3.5% |
| 6M | +190.5% | -14.7% | +205.2% | +210.7% |
| YTD | +633.0% | -6.8% | +639.8% | +664.0% |
| 1Y | +2,684.0% | +6.5% | +2,677.5% | +2,853.2% |
| All | +2,684.0% | +6.6% | +2,677.4% | +2,853.2% |
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 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