+612.3%
LULU vs IBB
+722.9%
-110.6%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.9% | -2.5% | -2.7% |
| 7D | -16.9% | -3.9% | -13.1% | -14.2% |
| 30D | -22.0% | +2.7% | -24.7% | -24.0% |
| 3M | -17.8% | +21.4% | -39.2% | -30.3% |
| 6M | -41.3% | +20.1% | -61.3% | -49.8% |
| YTD | -52.0% | +21.9% | -73.9% | -59.6% |
| 1Y | -39.8% | +44.1% | -83.9% | -55.9% |
| 3Y | -74.8% | +63.4% | -138.2% | -83.6% |
| 5Y | -76.3% | +19.8% | -96.1% | -80.1% |
| 10Y | +53.9% | +127.0% | -73.1% | -26.8% |
| All | +612.3% | +722.9% | -110.6% | -47.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling