+36.4%
ULTA vs SUI
+13.8%
+22.6%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.3% |
| 7D | +9.0% | -2.8% | +11.8% | +9.7% |
| 30D | +4.6% | -1.2% | +5.7% | +4.8% |
| 3M | +22.0% | -1.7% | +23.7% | +22.3% |
| 6M | -14.7% | -10.5% | -4.2% | -12.6% |
| YTD | -6.8% | -1.8% | -4.9% | -6.5% |
| 1Y | +6.5% | -4.1% | +10.6% | +7.3% |
| All | +36.4% | +13.8% | +22.6% | +30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 3y: compounded portfolio wealth divided by compounded SUI 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…
3y analysis · Full analysis span regression · 6 months rolling