-51.2%
LULU vs EQH
+2.5%
-53.6%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.4% | -1.1% | -16.3% | -17.0% |
| 7D | -16.7% | +5.5% | -22.2% | -18.1% |
| 30D | -18.5% | +3.2% | -21.8% | -19.3% |
| 3M | -19.5% | +32.5% | -52.0% | -26.7% |
| 6M | -41.9% | +33.7% | -75.7% | -47.8% |
| YTD | -51.6% | +13.4% | -65.0% | -53.7% |
| 1Y | -51.2% | +0.6% | -51.8% | -50.9% |
| All | -51.2% | +2.5% | -53.6% | -50.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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