-16.3%
UNH vs LULU
-75.0%
+58.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.2% | -4.5% | -2.5% |
| 7D | -4.5% | -1.6% | -2.9% | -4.5% |
| 30D | -6.5% | -18.1% | +11.6% | -5.9% |
| 3M | -6.0% | -18.8% | +12.8% | -5.4% |
| 6M | +33.7% | -39.2% | +72.9% | +35.7% |
| YTD | +16.4% | -52.4% | +68.8% | +19.0% |
| 1Y | +10.1% | -40.3% | +50.4% | +12.2% |
| 3Y | -16.3% | -75.1% | +58.8% | -14.0% |
| All | -16.3% | -75.0% | +58.7% | -14.0% |
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