+125.6%
ULTA vs SPXU
-99.6%
+225.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.4% | +4.5% | +1.2% |
| 7D | -3.1% | +2.5% | -5.6% | -2.2% |
| 30D | +2.8% | +4.2% | -1.4% | +4.4% |
| 3M | +14.8% | -9.3% | +24.0% | +11.5% |
| 6M | -16.2% | -30.7% | +14.5% | -25.2% |
| YTD | -9.6% | -28.1% | +18.5% | -17.9% |
| 1Y | +4.8% | -35.2% | +40.0% | -7.7% |
| 3Y | +30.7% | -79.9% | +110.6% | -16.3% |
| 5Y | +45.9% | -86.4% | +132.3% | -4.2% |
| All | +125.6% | -99.6% | +225.1% | -33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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