+4.1%
DASH vs LULU
-73.4%
+77.5%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.4% | +1.8% | 0.0% |
| 7D | -12.8% | -16.9% | +4.1% | -5.6% |
| 30D | -6.0% | -22.0% | +16.0% | +4.5% |
| 3M | +26.7% | -17.8% | +44.5% | +37.2% |
| 6M | +11.7% | -41.3% | +53.0% | +40.6% |
| YTD | -12.9% | -52.0% | +39.1% | +20.6% |
| 1Y | -23.1% | -39.8% | +16.7% | -5.7% |
| 3Y | +140.0% | -74.8% | +214.9% | +316.3% |
| 5Y | -5.1% | -76.3% | +71.2% | +53.5% |
| All | +4.1% | -73.4% | +77.5% | +41.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling