+27.9%
ULTA vs URA
-32.2%
+60.0%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.1% | +5.1% | +4.1% |
| 7D | +6.7% | -10.5% | +17.2% | +7.5% |
| 30D | +21.7% | -18.6% | +40.4% | +23.5% |
| 3M | +21.5% | -23.0% | +44.5% | +23.8% |
| 6M | +27.5% | -40.3% | +67.8% | +32.5% |
| YTD | +9.2% | -23.5% | +32.7% | +12.5% |
| 1Y | +27.9% | -31.1% | +59.0% | +30.8% |
| All | +27.9% | -32.2% | +60.0% | +30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 1y: compounded portfolio wealth divided by compounded URA 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…
1y analysis · Full analysis span regression · 6 months rolling