-40.3%
LULU vs IBB
+44.5%
-84.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.1% | +2.0% | +2.1% |
| 7D | -1.6% | -4.2% | +2.6% | +0.4% |
| 30D | -18.1% | +1.1% | -19.2% | -18.8% |
| 3M | -18.8% | +19.0% | -37.8% | -27.1% |
| 6M | -39.2% | +18.9% | -58.1% | -45.4% |
| YTD | -52.4% | +20.3% | -72.7% | -57.6% |
| 1Y | -40.3% | +41.5% | -81.8% | -54.8% |
| All | -40.3% | +44.5% | -84.8% | -54.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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