+201.1%
WELL vs LULU
-76.9%
+278.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.2% | -2.2% | -0.2% |
| 7D | -0.2% | -1.6% | +1.4% | -0.1% |
| 30D | +2.3% | -18.1% | +20.4% | +3.4% |
| 3M | +12.3% | -18.8% | +31.0% | +13.4% |
| 6M | +15.6% | -39.2% | +54.8% | +18.5% |
| YTD | +28.3% | -52.4% | +80.7% | +33.8% |
| 1Y | +41.9% | -40.3% | +82.2% | +45.2% |
| 3Y | +198.3% | -75.1% | +273.4% | +225.2% |
| All | +201.1% | -76.9% | +278.0% | +203.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling