+64.2%
ULTA vs IBB
+40.3%
+23.8%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +0.9% | 0.0% |
| 7D | +0.2% | +1.6% | -1.5% | -0.8% |
| 30D | +12.4% | +6.7% | +5.7% | +8.2% |
| 3M | +22.4% | +6.3% | +16.1% | +17.7% |
| 6M | +28.9% | +23.9% | +4.9% | +12.7% |
| YTD | +7.6% | +26.6% | -19.0% | -7.4% |
| 1Y | +21.6% | +29.6% | -8.1% | +2.9% |
| 3Y | +67.0% | +86.1% | -19.0% | +11.4% |
| 5Y | +64.2% | +40.3% | +23.8% | +24.6% |
| All | +64.2% | +40.3% | +23.8% | +24.6% |
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