+41.8%
ULTA vs IBB
+20.0%
+21.8%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.5% | -0.8% |
| 7D | -1.8% | -3.9% | +2.1% | +0.4% |
| 30D | -1.2% | +2.7% | -4.0% | -2.8% |
| 3M | +13.4% | +21.4% | -8.0% | +1.2% |
| 6M | -15.6% | +20.1% | -35.7% | -24.4% |
| YTD | -10.4% | +21.9% | -32.3% | -20.7% |
| 1Y | +5.5% | +44.1% | -38.7% | -15.9% |
| 3Y | +31.0% | +63.4% | -32.4% | -4.0% |
| 5Y | +41.8% | +19.8% | +22.1% | +9.9% |
| All | +41.8% | +20.0% | +21.8% | +9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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