+36.1%
MRNA vs LULU
-75.0%
+111.1%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.2% | +3.2% | +4.7% |
| 7D | -1.1% | -1.6% | +0.5% | -0.6% |
| 30D | +126.1% | -18.1% | +144.2% | +138.3% |
| 3M | +190.0% | -18.8% | +208.8% | +205.4% |
| 6M | +157.2% | -39.2% | +196.4% | +191.8% |
| YTD | +388.2% | -52.4% | +440.6% | +489.4% |
| 1Y | +467.0% | -40.3% | +507.3% | +543.4% |
| 3Y | +36.1% | -75.1% | +111.2% | +74.6% |
| All | +36.1% | -75.0% | +111.1% | +74.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling