+11.7%
DASH vs LULU
-73.1%
+84.9%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -17.4% | +12.8% | +3.6% |
| 7D | -10.6% | -16.7% | +6.2% | -3.2% |
| 30D | +2.2% | -18.5% | +20.7% | +11.4% |
| 3M | +32.3% | -19.5% | +51.7% | +44.4% |
| 6M | +19.1% | -41.9% | +61.0% | +50.9% |
| YTD | -6.5% | -51.6% | +45.1% | +29.1% |
| 1Y | -14.9% | -51.2% | +36.3% | +14.5% |
| 3Y | +151.9% | -75.1% | +227.0% | +342.1% |
| 5Y | +9.4% | -74.1% | +83.5% | +69.4% |
| All | +11.7% | -73.1% | +84.9% | +51.8% |
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