+4.8%
ULTA vs UUUU
+3.5%
+1.3%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -5.0% | +7.1% | +2.3% |
| 7D | -3.1% | -10.5% | +7.4% | -2.7% |
| 30D | +2.8% | -10.5% | +13.3% | +3.2% |
| 3M | +14.8% | -14.1% | +28.9% | +15.1% |
| 6M | -16.2% | -35.5% | +19.3% | -15.4% |
| YTD | -9.6% | -10.9% | +1.3% | -7.7% |
| 1Y | +4.8% | +3.4% | +1.4% | +3.7% |
| All | +4.8% | +3.5% | +1.3% | +3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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