-70.6%
LULU vs TPG
+74.1%
-144.7%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.6% | +0.5% | +1.5% |
| 7D | -1.6% | -9.4% | +7.8% | +2.4% |
| 30D | -18.1% | -5.3% | -12.9% | -16.5% |
| 3M | -18.8% | +12.9% | -31.7% | -23.3% |
| 6M | -39.2% | +20.1% | -59.3% | -44.2% |
| YTD | -52.4% | -22.5% | -29.9% | -47.8% |
| 1Y | -40.3% | -19.7% | -20.6% | -36.0% |
| 3Y | -75.1% | +81.2% | -156.3% | -82.4% |
| All | -70.6% | +74.1% | -144.7% | -80.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 10y: compounded portfolio wealth divided by compounded TPG 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…
10y analysis · Full analysis span regression · 6 months rolling