+260.6%
SNDU vs ULTA
-13.5%
+274.1%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | +1.3% | +22.4% | +24.3% |
| 7D | +35.2% | +9.0% | +26.1% | +41.4% |
| 30D | +50.8% | +4.6% | +46.2% | +60.0% |
| 3M | -43.2% | +22.0% | -65.1% | -36.2% |
| All | +260.6% | -13.5% | +274.1% | +289.0% |
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 · Available span rolling