+158.1%
DASH vs LULU
-74.7%
+232.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -17.4% | +12.8% | 0.0% |
| 7D | -10.6% | -16.7% | +6.2% | -6.4% |
| 30D | +2.2% | -18.5% | +20.7% | +7.3% |
| 3M | +32.3% | -19.5% | +51.7% | +39.1% |
| 6M | +19.1% | -41.9% | +61.0% | +35.2% |
| YTD | -6.5% | -51.6% | +45.1% | +10.5% |
| 1Y | -14.9% | -51.2% | +36.3% | -0.5% |
| All | +158.1% | -74.7% | +232.8% | +233.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling