-51.2%
LULU vs HBM
+123.0%
-174.1%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.4% | -0.9% | -16.4% | -17.3% |
| 7D | -16.7% | -6.4% | -10.4% | -16.3% |
| 30D | -18.5% | +5.9% | -24.4% | -19.0% |
| 3M | -19.5% | -8.9% | -10.6% | -18.6% |
| 6M | -41.9% | +10.7% | -52.6% | -43.1% |
| YTD | -51.6% | +38.3% | -89.9% | -53.2% |
| 1Y | -51.2% | +121.3% | -172.5% | -54.8% |
| All | -51.2% | +123.0% | -174.1% | -54.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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