+396.7%
IWM vs LULU
+725.5%
-328.8%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.6% | -3.0% | -1.1% |
| 7D | +1.4% | -12.6% | +14.0% | +4.5% |
| 30D | -2.3% | -19.7% | +17.5% | +2.8% |
| 3M | +4.0% | -12.2% | +16.2% | +6.4% |
| 6M | +17.9% | -39.3% | +57.3% | +32.4% |
| YTD | +20.2% | -50.3% | +70.5% | +41.9% |
| 1Y | +25.0% | -38.6% | +63.6% | +38.5% |
| 3Y | +66.0% | -74.0% | +140.0% | +122.0% |
| 5Y | +40.0% | -72.9% | +113.0% | +79.9% |
| 10Y | +166.9% | +56.2% | +110.7% | +104.3% |
| All | +396.7% | +725.5% | -328.8% | +71.8% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling