-33.3%
LULU vs TROW
+12.7%
-46.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.4% | +3.2% | +1.5% |
| 7D | +1.8% | +2.0% | -0.2% | +0.7% |
| 30D | +19.4% | +4.9% | +14.5% | +16.4% |
| 3M | -9.5% | -4.3% | -5.2% | -7.8% |
| 6M | -14.2% | +7.0% | -21.1% | -18.2% |
| YTD | -46.2% | +10.4% | -56.6% | -49.9% |
| 1Y | -33.3% | +11.8% | -45.1% | -38.4% |
| All | -33.3% | +12.7% | -46.1% | -38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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