-4.5%
TT vs LULU
-31.7%
+27.2%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +4.8% | -6.4% | -1.6% |
| 7D | -8.5% | +6.5% | -15.0% | -8.4% |
| 30D | -12.8% | +20.3% | -33.1% | -12.7% |
| 3M | -12.9% | -8.9% | -4.0% | -12.4% |
| 6M | -15.2% | -13.1% | -2.1% | -14.3% |
| YTD | +6.2% | -46.1% | +52.3% | +9.2% |
| 1Y | -4.5% | -30.3% | +25.7% | -8.7% |
| All | -4.5% | -31.7% | +27.2% | -8.7% |
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