+28.0%
ULTA vs VRSN
+42.7%
-14.7%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -1.3% |
| 7D | -3.9% | -1.5% | -2.3% | -3.5% |
| 30D | -1.1% | +0.7% | -1.8% | -1.3% |
| 3M | +13.8% | +0.6% | +13.2% | +13.4% |
| 6M | -17.2% | +21.7% | -39.0% | -21.9% |
| YTD | -11.5% | +20.0% | -31.5% | -16.4% |
| 1Y | +3.9% | +3.2% | +0.7% | +3.2% |
| All | +28.0% | +42.7% | -14.7% | +6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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