+74.6%
BND vs LULU
+675.0%
-600.4%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.8% | +2.2% | -0.7% |
| 7D | -0.9% | -20.4% | +19.5% | -1.0% |
| 30D | -1.0% | -22.9% | +21.9% | -1.1% |
| 3M | -1.2% | -18.5% | +17.3% | -1.3% |
| 6M | -2.0% | -41.8% | +39.8% | -2.3% |
| YTD | -1.2% | -53.4% | +52.2% | -1.6% |
| 1Y | -0.5% | -40.9% | +40.4% | -0.7% |
| 3Y | +12.4% | -75.6% | +88.0% | +11.6% |
| 5Y | -2.5% | -77.2% | +74.8% | -3.1% |
| 10Y | +15.0% | +49.5% | -34.5% | +18.0% |
| All | +74.6% | +675.0% | -600.4% | +90.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling