-40.3%
LULU vs HAS
+21.6%
-61.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.5% | +0.6% | +1.8% |
| 7D | -1.6% | -1.1% | -0.6% | -1.4% |
| 30D | -18.1% | -2.8% | -15.3% | -17.6% |
| 3M | -18.8% | +10.1% | -28.9% | -20.6% |
| 6M | -39.2% | -1.4% | -37.8% | -39.7% |
| YTD | -52.4% | +14.2% | -66.5% | -55.8% |
| 1Y | -40.3% | +18.2% | -58.5% | -45.6% |
| All | -40.3% | +21.6% | -61.9% | -45.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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