+1,472.6%
WELL vs LULU
+725.5%
+747.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.6% | -2.1% | -0.1% |
| 7D | -1.3% | -12.6% | +11.2% | +1.1% |
| 30D | +0.5% | -19.7% | +20.3% | +4.7% |
| 3M | +19.1% | -12.2% | +31.3% | +21.4% |
| 6M | +17.0% | -39.3% | +56.3% | +27.9% |
| YTD | +29.2% | -50.3% | +79.5% | +46.8% |
| 1Y | +42.1% | -38.6% | +80.8% | +53.4% |
| 3Y | +204.5% | -74.0% | +278.5% | +277.8% |
| 5Y | +211.0% | -72.9% | +283.9% | +267.0% |
| 10Y | +337.6% | +56.2% | +281.4% | +225.5% |
| All | +1,472.6% | +725.5% | +747.1% | +400.9% |
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