+4.8%
ULTA vs WCC
+66.6%
-61.8%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.7% | -1.7% | +1.5% |
| 7D | -3.1% | +1.5% | -4.6% | -3.3% |
| 30D | +2.8% | -2.1% | +4.9% | +2.9% |
| 3M | +14.8% | +3.8% | +10.9% | +13.4% |
| 6M | -16.2% | +35.0% | -51.2% | -21.9% |
| YTD | -9.6% | +46.4% | -56.0% | -17.1% |
| 1Y | +4.8% | +63.0% | -58.2% | -5.7% |
| All | +4.8% | +66.6% | -61.8% | -5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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