-51.2%
LULU vs BTDR
-4.8%
-46.4%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.4% | +3.9% | -21.3% | -17.5% |
| 7D | -16.7% | +20.0% | -36.7% | -17.2% |
| 30D | -18.5% | +11.9% | -30.5% | -19.0% |
| 3M | -19.5% | -36.9% | +17.5% | -18.3% |
| 6M | -41.9% | +56.5% | -98.4% | -42.3% |
| YTD | -51.6% | +10.4% | -62.0% | -51.6% |
| 1Y | -51.2% | +3.1% | -54.3% | -51.0% |
| All | -51.2% | -4.8% | -46.4% | -51.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 1y: compounded portfolio wealth divided by compounded BTDR 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…
1y analysis · Full analysis span regression · 6 months rolling