+582.8%
LULU vs ACWI
+356.8%
+226.0%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.4% | 0.0% | -17.3% | -17.3% |
| 7D | -16.7% | +0.5% | -17.2% | -17.2% |
| 30D | -18.5% | +0.9% | -19.4% | -19.4% |
| 3M | -19.5% | +2.4% | -21.9% | -21.9% |
| 6M | -41.9% | +12.4% | -54.3% | -49.4% |
| YTD | -51.6% | +15.2% | -66.7% | -59.0% |
| 1Y | -51.2% | +22.7% | -73.9% | -61.6% |
| 3Y | -75.1% | +75.8% | -150.9% | -87.0% |
| 5Y | -74.1% | +67.7% | -141.8% | -85.3% |
| 10Y | +46.7% | +229.0% | -182.3% | -60.4% |
| All | +582.8% | +356.8% | +226.0% | +37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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