+50.0%
LULU vs BRKR
+155.3%
-105.4%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.2% | +2.4% | +2.2% |
| 7D | -1.6% | -8.7% | +7.0% | +1.8% |
| 30D | -18.1% | -9.9% | -8.3% | -15.1% |
| 3M | -18.8% | -3.1% | -15.7% | -20.1% |
| 6M | -39.2% | +45.5% | -84.7% | -49.8% |
| YTD | -52.4% | +13.7% | -66.1% | -57.0% |
| 1Y | -40.3% | +67.4% | -107.7% | -54.8% |
| 3Y | -75.1% | -13.2% | -61.9% | -76.8% |
| 5Y | -76.7% | -39.5% | -37.3% | -75.2% |
| All | +50.0% | +155.3% | -105.4% | +1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 10y: compounded portfolio wealth divided by compounded BRKR 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…
10y analysis · Full analysis span regression · 6 months rolling