+248.8%
NBIS vs LULU
-49.9%
+298.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -17.4% | +24.9% | +5.6% |
| 7D | +8.2% | -16.7% | +24.9% | +6.4% |
| 30D | +3.4% | -18.5% | +21.9% | +1.6% |
| 3M | -12.8% | -19.5% | +6.6% | -13.2% |
| 6M | +131.5% | -41.9% | +173.4% | +139.1% |
| YTD | +170.5% | -51.6% | +222.0% | +180.5% |
| 1Y | +248.8% | -51.2% | +300.0% | +263.9% |
| All | +248.8% | -49.9% | +298.7% | +263.9% |
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