+606.9%
LULU vs TECH
+496.9%
+110.0%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.1% | +2.1% | +2.1% |
| 7D | -1.6% | -0.4% | -1.2% | -1.4% |
| 30D | -18.1% | 0.0% | -18.1% | -18.1% |
| 3M | -18.8% | +33.7% | -52.4% | -30.5% |
| 6M | -39.2% | +34.9% | -74.1% | -49.1% |
| YTD | -52.4% | +23.2% | -75.5% | -58.5% |
| 1Y | -40.3% | +36.3% | -76.6% | -51.2% |
| 3Y | -75.1% | +2.3% | -77.4% | -78.0% |
| 5Y | -76.7% | -42.9% | -33.9% | -72.4% |
| 10Y | +52.7% | +188.4% | -135.7% | -33.0% |
| All | +606.9% | +496.9% | +110.0% | +69.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling