+448.2%
HUT vs LULU
+21.1%
+427.2%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +2.2% | +6.7% | +7.6% |
| 7D | +5.4% | -1.6% | +7.0% | +6.6% |
| 30D | +8.6% | -18.1% | +26.7% | +17.6% |
| 3M | -15.2% | -18.8% | +3.5% | -9.2% |
| 6M | +92.9% | -39.2% | +132.1% | +144.2% |
| YTD | +114.6% | -52.4% | +167.0% | +210.7% |
| 1Y | +208.5% | -40.3% | +248.8% | +282.8% |
| 3Y | +821.5% | -75.1% | +896.6% | +1,710.9% |
| 5Y | +101.8% | -76.7% | +178.6% | +307.0% |
| All | +448.2% | +21.1% | +427.2% | +662.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling