+66.7%
IBIT vs LULU
-78.7%
+145.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.6% | -4.4% | -2.4% |
| 7D | +1.4% | -12.6% | +14.0% | +3.9% |
| 30D | +20.6% | -19.7% | +40.4% | +25.6% |
| 3M | +23.7% | -12.2% | +35.9% | +26.0% |
| 6M | +15.0% | -39.3% | +54.3% | +26.5% |
| YTD | -10.6% | -50.3% | +39.7% | +2.5% |
| 1Y | -30.3% | -38.6% | +8.3% | -24.0% |
| All | +66.7% | -78.7% | +145.3% | +111.8% |
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 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