+46.9%
ULTA vs UUUU
+79.1%
-32.2%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -5.0% | +7.1% | +2.5% |
| 7D | -3.1% | -10.5% | +7.4% | -2.2% |
| 30D | +2.8% | -10.5% | +13.3% | +3.6% |
| 3M | +14.8% | -14.1% | +28.9% | +15.7% |
| 6M | -16.2% | -35.5% | +19.3% | -14.0% |
| YTD | -9.6% | -10.9% | +1.3% | -10.7% |
| 1Y | +4.8% | +3.4% | +1.4% | 0.0% |
| 3Y | +30.7% | +73.1% | -42.4% | +12.3% |
| All | +46.9% | +79.1% | -32.2% | +18.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling