+7.8%
EQT vs LULU
-49.9%
+57.7%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -17.4% | +16.6% | -0.9% |
| 7D | +1.1% | -16.7% | +17.8% | +1.0% |
| 30D | +7.7% | -18.5% | +26.2% | +7.6% |
| 3M | +0.2% | -19.5% | +19.6% | +0.3% |
| 6M | -9.5% | -41.9% | +32.4% | -8.4% |
| YTD | +3.8% | -51.6% | +55.4% | +6.6% |
| 1Y | +7.8% | -51.2% | +58.9% | +9.3% |
| All | +7.8% | -49.9% | +57.7% | +9.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling