+46.2%
IBIT vs LULU
-78.1%
+124.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.1% | -4.7% | -3.7% |
| 7D | -9.2% | -4.6% | -4.5% | -8.4% |
| 30D | -15.8% | +12.3% | -28.1% | -17.9% |
| 3M | +8.5% | -11.6% | +20.2% | +10.5% |
| 6M | -13.7% | -12.8% | -0.9% | -12.1% |
| YTD | -21.6% | -49.2% | +27.6% | -10.7% |
| 1Y | -30.0% | -37.7% | +7.8% | -24.0% |
| All | +46.2% | -78.1% | +124.4% | +84.5% |
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