+200.8%
WMB vs ULTA
+65.2%
+135.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -2.0% | -0.6% |
| 7D | +7.8% | +2.5% | +5.4% | +7.6% |
| 30D | -5.1% | +11.5% | -16.6% | -6.2% |
| 3M | -4.7% | +28.1% | -32.9% | -7.2% |
| 6M | -7.4% | +34.2% | -41.6% | -10.4% |
| YTD | +17.5% | +9.2% | +8.3% | +15.8% |
| 1Y | +19.5% | +23.7% | -4.3% | +15.8% |
| 3Y | +121.3% | +69.2% | +52.1% | +100.8% |
| All | +200.8% | +65.2% | +135.7% | +174.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling