+195.6%
EQT vs LULU
-77.4%
+272.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.8% | +3.5% | +0.9% |
| 7D | -1.2% | -20.4% | +19.3% | +1.0% |
| 30D | +1.1% | -22.9% | +24.0% | +3.5% |
| 3M | +4.8% | -18.5% | +23.3% | +6.5% |
| 6M | -10.6% | -41.8% | +31.2% | -5.8% |
| YTD | +3.4% | -53.4% | +56.8% | +11.8% |
| 1Y | +8.7% | -40.9% | +49.6% | +13.6% |
| 3Y | +35.0% | -75.6% | +110.5% | +54.8% |
| All | +195.6% | -77.4% | +272.9% | +216.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling