+197.2%
VIAV vs ULTA
+6.6%
+190.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.3% | +2.4% | +3.6% |
| 7D | -4.6% | +9.0% | -13.6% | -4.7% |
| 30D | -10.4% | +4.6% | -15.0% | -9.9% |
| 3M | -34.5% | +22.0% | -56.5% | -35.4% |
| 6M | +7.0% | -14.7% | +21.7% | +12.6% |
| YTD | +95.6% | -6.8% | +102.4% | +98.6% |
| 1Y | +197.2% | +6.5% | +190.6% | +185.7% |
| All | +197.2% | +6.6% | +190.5% | +185.7% |
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