+6.5%
ULTA vs WY
-4.5%
+11.1%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.4% | +1.1% |
| 7D | +9.0% | -1.7% | +10.7% | +9.4% |
| 30D | +4.6% | -10.1% | +14.7% | +7.2% |
| 3M | +22.0% | -5.1% | +27.1% | +23.6% |
| 6M | -14.7% | -4.8% | -9.9% | -13.1% |
| YTD | -6.8% | -0.2% | -6.5% | -6.7% |
| 1Y | +6.5% | -6.6% | +13.2% | +7.5% |
| All | +6.5% | -4.5% | +11.1% | +7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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