+492.2%
BNY vs LULU
+691.8%
-199.6%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.2% | -2.1% | -0.5% |
| 7D | -1.3% | -1.6% | +0.3% | -1.0% |
| 30D | -0.2% | -18.1% | +18.0% | +4.3% |
| 3M | +14.9% | -18.8% | +33.7% | +19.7% |
| 6M | +40.0% | -39.2% | +79.2% | +56.0% |
| YTD | +42.0% | -52.4% | +94.4% | +68.1% |
| 1Y | +56.9% | -40.3% | +97.2% | +74.0% |
| 3Y | +289.9% | -75.1% | +365.0% | +416.3% |
| 5Y | +259.2% | -76.7% | +335.9% | +367.5% |
| 10Y | +413.3% | +52.7% | +360.5% | +258.6% |
| All | +492.2% | +691.8% | -199.6% | +47.9% |
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 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