+125.6%
ULTA vs GEN
+159.8%
-34.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.0% | +1.1% | +1.9% |
| 7D | -3.1% | -1.3% | -1.8% | -2.8% |
| 30D | +2.8% | +6.1% | -3.3% | +1.5% |
| 3M | +14.8% | +27.0% | -12.2% | +9.2% |
| 6M | -16.2% | +43.9% | -60.1% | -22.8% |
| YTD | -9.6% | +13.0% | -22.6% | -12.7% |
| 1Y | +4.8% | +4.0% | +0.7% | +3.0% |
| 3Y | +30.7% | +66.2% | -35.5% | +15.9% |
| 5Y | +45.9% | +23.2% | +22.7% | +34.6% |
| All | +125.6% | +159.8% | -34.3% | +72.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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