-51.2%
LULU vs TRMB
-24.7%
-26.5%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.4% | -1.0% | -16.3% | -16.8% |
| 7D | -16.7% | -2.5% | -14.2% | -15.5% |
| 30D | -18.5% | +1.5% | -20.1% | -19.1% |
| 3M | -19.5% | +6.8% | -26.2% | -22.4% |
| 6M | -41.9% | -14.9% | -27.0% | -37.5% |
| YTD | -51.6% | -24.1% | -27.5% | -45.7% |
| 1Y | -51.2% | -25.4% | -25.8% | -46.1% |
| All | -51.2% | -24.7% | -26.5% | -46.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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