+46.9%
ULTA vs FIVN
-82.2%
+129.1%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.4% | +0.7% | +1.9% |
| 7D | -3.1% | -7.8% | +4.8% | -1.8% |
| 30D | +2.8% | -1.7% | +4.5% | +2.9% |
| 3M | +14.8% | +47.2% | -32.4% | +7.3% |
| 6M | -16.2% | +82.7% | -98.9% | -25.5% |
| YTD | -9.6% | +52.9% | -62.5% | -17.7% |
| 1Y | +4.8% | +17.5% | -12.7% | -0.4% |
| 3Y | +30.7% | -55.8% | +86.5% | +41.2% |
| All | +46.9% | -82.2% | +129.1% | +75.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling