+100.5%
NBIS vs LULU
-40.9%
+141.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.2% | -3.7% | -1.0% |
| 7D | -0.8% | -1.6% | +0.8% | -1.2% |
| 30D | -13.4% | -18.1% | +4.8% | -17.1% |
| 3M | +1.0% | -18.8% | +19.8% | -1.0% |
| 6M | +100.5% | -39.2% | +139.7% | +120.5% |
| All | +100.5% | -40.9% | +141.4% | +120.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling