+5,634.2%
ULTA vs BUD
+214.6%
+5,419.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | -0.2% |
| 7D | +0.7% | +4.5% | -3.8% | -1.3% |
| 30D | +18.2% | +12.5% | +5.7% | +12.2% |
| 3M | +19.7% | 0.0% | +19.7% | +19.3% |
| 6M | +20.5% | +3.8% | +16.7% | +18.1% |
| YTD | +6.6% | +33.1% | -26.5% | -6.8% |
| 1Y | +26.5% | +35.5% | -9.0% | +9.7% |
| 3Y | +67.0% | +49.4% | +17.6% | +35.3% |
| 5Y | +64.5% | +48.0% | +16.5% | +30.9% |
| 10Y | +182.6% | -8.6% | +191.2% | +147.0% |
| All | +5,634.2% | +214.6% | +5,419.5% | +2,875.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 all: compounded portfolio wealth divided by compounded BUD 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…
all analysis · Full analysis span regression · 6 months rolling