+1,812.9%
ULTA vs GEN
+364.1%
+1,448.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.2% | +3.4% | +2.0% |
| 7D | +9.0% | -1.2% | +10.2% | +9.4% |
| 30D | +4.6% | +10.1% | -5.6% | +1.1% |
| 3M | +22.0% | +16.1% | +5.9% | +15.5% |
| 6M | -14.7% | +38.9% | -53.6% | -24.8% |
| YTD | -6.8% | +14.4% | -21.2% | -12.6% |
| 1Y | +6.5% | +5.9% | +0.7% | +2.5% |
| 3Y | +35.6% | +58.8% | -23.2% | +11.0% |
| 5Y | +47.6% | +24.7% | +23.0% | +27.1% |
| 10Y | +128.9% | +163.1% | -34.2% | +28.8% |
| All | +1,812.9% | +364.1% | +1,448.9% | +542.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling