-51.2%
LULU vs TROW
+0.2%
-51.4%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.4% | -1.0% | -16.4% | -16.8% |
| 7D | -16.7% | -1.3% | -15.4% | -16.0% |
| 30D | -18.5% | -4.5% | -14.0% | -16.3% |
| 3M | -19.5% | +3.9% | -23.3% | -22.3% |
| 6M | -41.9% | +22.6% | -64.5% | -50.4% |
| YTD | -51.6% | +10.1% | -61.7% | -55.7% |
| 1Y | -51.2% | +3.6% | -54.8% | -44.6% |
| All | -51.2% | +0.2% | -51.4% | -44.6% |
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