+125.6%
ULTA vs BIIB
-26.2%
+151.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.3% | +2.0% |
| 7D | -3.1% | -1.7% | -1.4% | -2.8% |
| 30D | +2.8% | +4.0% | -1.2% | +2.3% |
| 3M | +14.8% | +8.6% | +6.2% | +13.3% |
| 6M | -16.2% | +14.0% | -30.2% | -18.0% |
| YTD | -9.6% | +23.4% | -33.0% | -12.6% |
| 1Y | +4.8% | +45.9% | -41.1% | -1.2% |
| 3Y | +30.7% | -16.1% | +46.8% | +30.8% |
| 5Y | +45.9% | -27.6% | +73.4% | +45.7% |
| All | +125.6% | -26.2% | +151.8% | +116.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BIIB.
Daily Out/Under-Performance
Portfolio return minus BIIB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIIB 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 10y: compounded portfolio wealth divided by compounded BIIB 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…
10y analysis · Full analysis span regression · 6 months rolling