+85.5%
HUT vs LULU
-77.2%
+162.6%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -2.8% | -2.7% | -3.8% |
| 7D | +2.8% | -20.4% | +23.3% | +16.2% |
| 30D | +2.1% | -22.9% | +24.9% | +15.8% |
| 3M | -14.3% | -18.5% | +4.3% | -7.8% |
| 6M | +84.2% | -41.8% | +126.0% | +148.5% |
| YTD | +97.2% | -53.4% | +150.6% | +207.5% |
| 1Y | +192.7% | -40.9% | +233.6% | +274.0% |
| 3Y | +712.6% | -75.6% | +788.1% | +1,705.2% |
| 5Y | +85.5% | -77.2% | +162.7% | +370.0% |
| All | +85.5% | -77.2% | +162.6% | +370.0% |
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 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