-20.7%
IBIT vs LULU
-31.7%
+11.0%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.8% | -1.9% | +2.2% |
| 7D | -1.8% | +6.5% | -8.3% | -2.6% |
| 30D | -6.7% | +20.3% | -27.0% | -9.3% |
| 3M | +24.6% | -8.9% | +33.5% | +26.1% |
| 6M | -0.2% | -13.1% | +13.0% | +2.1% |
| YTD | -8.7% | -46.1% | +37.4% | -0.1% |
| 1Y | -20.7% | -30.3% | +9.5% | -22.1% |
| All | -20.7% | -31.7% | +11.0% | -22.1% |
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