+6.5%
ULTA vs BBIO
+44.0%
-37.5%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.8% | +2.0% | +1.3% |
| 7D | +9.0% | -2.3% | +11.3% | +9.2% |
| 30D | +4.6% | -8.7% | +13.3% | +5.2% |
| 3M | +22.0% | +11.2% | +10.8% | +21.1% |
| 6M | -14.7% | +12.5% | -27.2% | -15.3% |
| YTD | -6.8% | -2.2% | -4.6% | -7.3% |
| 1Y | +6.5% | +44.4% | -37.9% | +1.7% |
| All | +6.5% | +44.0% | -37.5% | +1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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