-51.2%
LULU vs GEN
+5.4%
-56.6%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.4% | -2.2% | -15.2% | -16.4% |
| 7D | -16.7% | -1.2% | -15.5% | -16.1% |
| 30D | -18.5% | +10.1% | -28.7% | -21.7% |
| 3M | -19.5% | +16.1% | -35.5% | -24.6% |
| 6M | -41.9% | +38.9% | -80.8% | -48.8% |
| YTD | -51.6% | +14.4% | -66.0% | -51.0% |
| 1Y | -51.2% | +5.9% | -57.0% | -45.8% |
| All | -51.2% | +5.4% | -56.6% | -45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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