-46.4%
AMIX vs LULU
-42.0%
-4.4%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -17.4% | +15.5% | -3.1% |
| 7D | -13.7% | -16.7% | +3.0% | -14.6% |
| 30D | -62.1% | -18.5% | -43.5% | -62.4% |
| 3M | -46.2% | -19.5% | -26.7% | -45.0% |
| 6M | -46.4% | -41.9% | -4.5% | -42.9% |
| All | -46.4% | -42.0% | -4.4% | -42.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LULU.
Daily Out/Under-Performance
Portfolio return minus LULU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LULU 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 6mo: compounded portfolio wealth divided by compounded LULU 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…
6mo analysis · Full analysis span regression · 6 months rolling