+2,981.5%
MUU vs LULU
-49.9%
+3,031.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -17.4% | +29.0% | +9.6% |
| 7D | +17.4% | -16.7% | +34.1% | +15.3% |
| 30D | +24.0% | -18.5% | +42.5% | +22.0% |
| 3M | -23.9% | -19.5% | -4.4% | -22.9% |
| 6M | +284.4% | -41.9% | +326.3% | +296.5% |
| YTD | +583.7% | -51.6% | +635.3% | +607.0% |
| 1Y | +2,981.5% | -51.2% | +3,032.7% | +2,908.5% |
| All | +2,981.5% | -49.9% | +3,031.4% | +2,908.5% |
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