+219.9%
SLV vs LULU
+53.6%
+166.3%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.2% | -1.1% | +0.9% |
| 7D | -2.8% | -1.6% | -1.2% | -2.7% |
| 30D | -1.6% | -18.1% | +16.5% | 0.0% |
| 3M | -4.4% | -18.8% | +14.3% | -2.9% |
| 6M | -25.4% | -39.2% | +13.8% | -22.2% |
| YTD | -9.8% | -52.4% | +42.6% | -4.0% |
| 1Y | +53.8% | -40.3% | +94.1% | +59.8% |
| 3Y | +174.7% | -75.1% | +249.8% | +204.0% |
| 5Y | +164.3% | -76.7% | +241.0% | +190.1% |
| All | +219.9% | +53.6% | +166.3% | +232.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling