-75.1%
LULU vs INDA
+7.9%
-82.9%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.0% | +1.2% | +1.5% |
| 7D | -1.6% | -2.7% | +1.1% | +0.1% |
| 30D | -18.1% | -2.8% | -15.4% | -16.7% |
| 3M | -18.8% | +1.6% | -20.4% | -19.8% |
| 6M | -39.2% | -1.4% | -37.8% | -38.7% |
| YTD | -52.4% | -10.1% | -42.2% | -49.4% |
| 1Y | -40.3% | -8.8% | -31.5% | -37.1% |
| 3Y | -75.1% | +7.6% | -82.7% | -77.4% |
| All | -75.1% | +7.9% | -82.9% | -77.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 3y: compounded portfolio wealth divided by compounded INDA 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…
3y analysis · Full analysis span regression · 6 months rolling