+15.1%
TEAM vs ULTA
+27.7%
-12.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.1% | -4.7% | -1.4% |
| 7D | -13.7% | +6.7% | -20.4% | -15.0% |
| 30D | -3.4% | +21.7% | -25.2% | -7.7% |
| 3M | +72.1% | +21.5% | +50.6% | +64.4% |
| 6M | +103.8% | +27.5% | +76.3% | +92.4% |
| YTD | +17.1% | +9.2% | +7.9% | +9.0% |
| 1Y | +15.1% | +27.9% | -12.8% | +1.8% |
| All | +15.1% | +27.7% | -12.6% | +1.8% |
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