-42.7%
ETHA vs LULU
-49.9%
+7.3%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -17.4% | +14.7% | +1.4% |
| 7D | +0.8% | -16.7% | +17.5% | +4.8% |
| 30D | +27.9% | -18.5% | +46.4% | +33.5% |
| 3M | +38.3% | -19.5% | +57.8% | +44.9% |
| 6M | +14.0% | -41.9% | +55.9% | +29.2% |
| YTD | -17.4% | -51.6% | +34.2% | -2.9% |
| 1Y | -42.7% | -51.2% | +8.5% | -37.0% |
| All | -42.7% | -49.9% | +7.3% | -37.0% |
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