+66.3%
IBIT vs LULU
-79.4%
+145.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.4% | +3.1% | +0.5% |
| 7D | +1.1% | -16.9% | +18.1% | +4.7% |
| 30D | +22.2% | -22.0% | +44.2% | +28.0% |
| 3M | +26.0% | -17.8% | +43.9% | +30.3% |
| 6M | +13.2% | -41.3% | +54.4% | +25.3% |
| YTD | -10.8% | -52.0% | +41.2% | +2.9% |
| 1Y | -29.9% | -39.8% | +9.9% | -23.3% |
| All | +66.3% | -79.4% | +145.7% | +112.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling