+929.2%
UNH vs LULU
+675.0%
+254.1%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.8% | +1.6% | -0.8% |
| 7D | -3.2% | -20.4% | +17.3% | -0.3% |
| 30D | -3.5% | -22.9% | +19.4% | -0.3% |
| 3M | -4.2% | -18.5% | +14.4% | -1.9% |
| 6M | +38.3% | -41.8% | +80.1% | +47.6% |
| YTD | +19.2% | -53.4% | +72.6% | +31.0% |
| 1Y | +15.0% | -40.9% | +55.9% | +22.0% |
| 3Y | -14.5% | -75.6% | +61.0% | -0.6% |
| 5Y | +4.6% | -77.2% | +81.8% | +20.1% |
| 10Y | +241.1% | +49.5% | +191.6% | +191.3% |
| All | +929.2% | +675.0% | +254.1% | +478.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling