-51.2%
LULU vs TECH
+36.9%
-88.1%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.4% | 0.0% | -17.3% | -17.4% |
| 7D | -16.7% | +0.1% | -16.8% | -16.7% |
| 30D | -18.5% | +0.7% | -19.2% | -18.7% |
| 3M | -19.5% | +36.3% | -55.8% | -26.0% |
| 6M | -41.9% | +25.6% | -67.5% | -45.7% |
| YTD | -51.6% | +23.7% | -75.3% | -54.2% |
| 1Y | -51.2% | +37.6% | -88.8% | -53.4% |
| All | -51.2% | +36.9% | -88.1% | -53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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