+46.6%
TEM vs LULU
-67.6%
+114.2%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.2% | -1.7% | -0.4% |
| 7D | -8.7% | -1.6% | -7.1% | -8.1% |
| 30D | +8.1% | -18.1% | +26.2% | +15.0% |
| 3M | +19.0% | -18.8% | +37.8% | +26.8% |
| 6M | +12.0% | -39.2% | +51.2% | +33.9% |
| YTD | -0.1% | -52.4% | +52.3% | +31.0% |
| 1Y | -33.5% | -40.3% | +6.8% | -21.3% |
| All | +46.6% | -67.6% | +114.2% | +75.0% |
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 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