+917.7%
TT vs LULU
+53.6%
+864.1%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.2% | -1.5% | +0.1% |
| 7D | -1.2% | -1.6% | +0.4% | -0.9% |
| 30D | -7.3% | -18.1% | +10.8% | -3.8% |
| 3M | -3.6% | -18.8% | +15.2% | -0.2% |
| 6M | +2.8% | -39.2% | +42.0% | +13.1% |
| YTD | +14.5% | -52.4% | +66.9% | +32.7% |
| 1Y | +7.4% | -40.3% | +47.7% | +17.3% |
| 3Y | +116.2% | -75.1% | +191.3% | +179.8% |
| 5Y | +147.4% | -76.7% | +224.1% | +214.5% |
| All | +917.7% | +53.6% | +864.1% | +829.8% |
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