+64.4%
IBIT vs LULU
-79.5%
+143.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.2% | -2.0% | -0.2% |
| 7D | -3.2% | -1.6% | -1.6% | -2.9% |
| 30D | +22.0% | -18.1% | +40.1% | +26.4% |
| 3M | +21.4% | -18.8% | +40.2% | +25.8% |
| 6M | +9.2% | -39.2% | +48.4% | +20.0% |
| YTD | -11.8% | -52.4% | +40.5% | +1.9% |
| 1Y | -32.7% | -40.3% | +7.6% | -26.2% |
| All | +64.4% | -79.5% | +143.9% | +110.6% |
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