+453.2%
HUT vs LULU
+26.2%
+427.0%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.6% | +3.8% | +5.0% |
| 7D | +28.3% | -12.6% | +40.8% | +35.6% |
| 30D | +12.3% | -19.7% | +32.1% | +22.8% |
| 3M | -16.8% | -12.2% | -4.6% | -14.9% |
| 6M | +111.4% | -39.3% | +150.7% | +167.7% |
| YTD | +116.6% | -50.3% | +166.9% | +206.0% |
| 1Y | +290.5% | -38.6% | +329.1% | +376.1% |
| 3Y | +792.3% | -74.0% | +866.3% | +1,608.1% |
| 5Y | +94.1% | -72.9% | +167.0% | +263.2% |
| All | +453.2% | +26.2% | +427.0% | +650.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling