-10.8%
NVTS vs LULU
-31.7%
+20.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +4.8% | +4.2% | +8.8% |
| 7D | -0.3% | +6.5% | -6.8% | -0.5% |
| 30D | -24.4% | +20.3% | -44.7% | -24.8% |
| 3M | -26.5% | -8.9% | -17.6% | -26.4% |
| 6M | -41.4% | -13.1% | -28.3% | -40.5% |
| YTD | +30.7% | -46.1% | +76.7% | +42.6% |
| 1Y | -10.8% | -30.3% | +19.4% | -20.4% |
| All | -10.8% | -31.7% | +20.9% | -20.4% |
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