-75.1%
LULU vs TECH
+1.2%
-76.3%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.1% | +2.1% | +2.1% |
| 7D | -1.6% | -0.4% | -1.2% | -1.5% |
| 30D | -18.1% | 0.0% | -18.1% | -18.1% |
| 3M | -18.8% | +33.7% | -52.4% | -26.3% |
| 6M | -39.2% | +34.9% | -74.1% | -45.4% |
| YTD | -52.4% | +23.2% | -75.5% | -56.1% |
| 1Y | -40.3% | +36.3% | -76.6% | -47.1% |
| 3Y | -75.1% | +2.3% | -77.4% | -75.6% |
| All | -75.1% | +1.2% | -76.3% | -75.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling