+30.7%
ULTA vs BBIO
+154.4%
-123.8%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.2% | +2.1% |
| 7D | -3.1% | -3.2% | +0.1% | -2.7% |
| 30D | +2.8% | -13.6% | +16.4% | +4.8% |
| 3M | +14.8% | +7.2% | +7.5% | +13.4% |
| 6M | -16.2% | +1.5% | -17.7% | -16.8% |
| YTD | -9.6% | -5.3% | -4.3% | -9.9% |
| 1Y | +4.8% | +37.7% | -32.9% | -1.8% |
| 3Y | +30.7% | +153.9% | -123.2% | +3.4% |
| All | +30.7% | +154.4% | -123.8% | +3.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling