+504.3%
MUU vs LULU
-31.7%
+536.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +4.8% | -18.8% | -13.3% |
| 7D | -35.9% | +6.5% | -42.4% | -35.1% |
| 30D | -47.1% | +20.3% | -67.4% | -45.8% |
| 3M | -29.8% | -8.9% | -20.9% | -29.4% |
| 6M | +16.0% | -13.1% | +29.1% | +22.0% |
| YTD | +286.1% | -46.1% | +332.2% | +353.9% |
| 1Y | +504.3% | -30.3% | +534.6% | +366.2% |
| All | +504.3% | -31.7% | +536.0% | +366.2% |
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