-33.3%
LULU vs SOLS
+25.8%
-59.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.6% | +4.4% | -0.3% |
| 7D | +1.8% | -12.0% | +13.8% | +1.7% |
| 30D | +19.4% | -10.2% | +29.6% | +19.1% |
| 3M | -9.5% | -11.8% | +2.3% | -9.9% |
| 6M | -14.2% | -34.0% | +19.8% | -13.8% |
| YTD | -46.2% | +13.7% | -59.9% | -47.6% |
| 1Y | -33.3% | +14.2% | -47.6% | -35.5% |
| All | -33.3% | +25.8% | -59.1% | -35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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