+125.6%
ULTA vs FIVN
+118.5%
+7.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.4% | +0.7% | +1.9% |
| 7D | -3.1% | -7.8% | +4.8% | -2.0% |
| 30D | +2.8% | -1.7% | +4.5% | +2.9% |
| 3M | +14.8% | +47.2% | -32.4% | +8.2% |
| 6M | -16.2% | +82.7% | -98.9% | -24.4% |
| YTD | -9.6% | +52.9% | -62.5% | -16.8% |
| 1Y | +4.8% | +17.5% | -12.7% | -0.1% |
| 3Y | +30.7% | -55.8% | +86.5% | +38.7% |
| 5Y | +45.9% | -82.3% | +128.2% | +67.1% |
| All | +125.6% | +118.5% | +7.0% | +74.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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