+1,812.9%
ULTA vs SUI
+1,006.1%
+806.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.4% |
| 7D | +9.0% | -2.8% | +11.8% | +10.4% |
| 30D | +4.6% | -1.2% | +5.7% | +5.0% |
| 3M | +22.0% | -1.7% | +23.7% | +22.6% |
| 6M | -14.7% | -10.5% | -4.2% | -10.4% |
| YTD | -6.8% | -1.8% | -4.9% | -6.5% |
| 1Y | +6.5% | -4.1% | +10.6% | +7.8% |
| 3Y | +35.6% | +11.3% | +24.3% | +23.8% |
| 5Y | +47.6% | -32.1% | +79.7% | +68.2% |
| 10Y | +128.9% | +110.4% | +18.4% | +45.8% |
| All | +1,812.9% | +1,006.1% | +806.8% | +376.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling