+46.9%
ULTA vs BBIO
+42.7%
+4.1%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.2% | +2.1% |
| 7D | -3.1% | -3.2% | +0.1% | -2.9% |
| 30D | +2.8% | -13.6% | +16.4% | +3.9% |
| 3M | +14.8% | +7.2% | +7.5% | +14.0% |
| 6M | -16.2% | +1.5% | -17.7% | -16.5% |
| YTD | -9.6% | -5.3% | -4.3% | -9.7% |
| 1Y | +4.8% | +37.7% | -32.9% | +1.6% |
| 3Y | +30.7% | +153.9% | -123.2% | +19.5% |
| All | +46.9% | +42.7% | +4.1% | +19.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling