+157.0%
MKSI vs LULU
-49.9%
+206.9%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -17.4% | +21.6% | +4.4% |
| 7D | +1.8% | -16.7% | +18.5% | +1.9% |
| 30D | -16.8% | -18.5% | +1.8% | -16.5% |
| 3M | -21.1% | -19.5% | -1.6% | -20.1% |
| 6M | +10.8% | -41.9% | +52.8% | +16.0% |
| YTD | +63.3% | -51.6% | +114.9% | +72.3% |
| 1Y | +157.0% | -51.2% | +208.2% | +166.9% |
| All | +157.0% | -49.9% | +206.9% | +166.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LULU.
Daily Out/Under-Performance
Portfolio return minus LULU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LULU 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 LULU 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