+218.5%
PWR vs LULU
-75.0%
+293.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.2% | +3.0% | +4.9% |
| 7D | +4.2% | -1.6% | +5.8% | +4.4% |
| 30D | -4.0% | -18.1% | +14.1% | -2.2% |
| 3M | -4.8% | -18.8% | +14.0% | -3.0% |
| 6M | +14.6% | -39.2% | +53.8% | +21.8% |
| YTD | +54.2% | -52.4% | +106.6% | +70.7% |
| 1Y | +67.1% | -40.3% | +107.4% | +75.9% |
| 3Y | +218.5% | -75.1% | +293.6% | +277.3% |
| All | +218.5% | -75.0% | +293.5% | +277.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling