-49.8%
USAR vs ULTA
+27.7%
-77.5%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +4.1% | -9.9% | -7.7% |
| 7D | -21.8% | +6.7% | -28.5% | -24.2% |
| 30D | -39.9% | +21.7% | -61.7% | -45.7% |
| 3M | -52.5% | +21.5% | -74.0% | -56.9% |
| 6M | -67.9% | +27.5% | -95.5% | -71.2% |
| YTD | -31.1% | +9.2% | -40.3% | -31.8% |
| 1Y | -49.8% | +27.9% | -77.7% | -51.6% |
| All | -49.8% | +27.7% | -77.5% | -51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ULTA.
Daily Out/Under-Performance
Portfolio return minus ULTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ULTA 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 ULTA 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