+36.3%
TECH vs ULTA
+5.8%
+30.5%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.1% | -2.0% | -0.5% |
| 7D | -0.4% | -3.1% | +2.6% | +0.4% |
| 30D | 0.0% | +2.8% | -2.8% | -0.9% |
| 3M | +33.7% | +14.8% | +18.9% | +27.7% |
| 6M | +34.9% | -16.2% | +51.1% | +39.2% |
| YTD | +23.2% | -9.6% | +32.8% | +26.0% |
| 1Y | +36.3% | +4.8% | +31.5% | +35.1% |
| All | +36.3% | +5.8% | +30.5% | +35.1% |
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