-33.3%
LULU vs UUUU
-61.1%
+27.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -8.2% | +8.0% | 0.0% |
| 7D | +1.8% | -19.9% | +21.7% | +2.5% |
| 30D | +19.4% | -41.5% | +60.9% | +21.6% |
| 3M | -9.5% | -47.0% | +37.5% | -7.7% |
| 6M | -14.2% | -68.7% | +54.5% | -11.8% |
| YTD | -46.2% | -54.7% | +8.5% | -44.8% |
| 1Y | -33.3% | -59.3% | +26.0% | -31.5% |
| All | -33.3% | -61.1% | +27.8% | -31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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