+310.4%
WM vs LULU
+52.0%
+258.4%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.4% | +2.7% | -0.3% |
| 7D | -1.2% | -16.9% | +15.8% | +0.6% |
| 30D | -4.5% | -22.0% | +17.5% | -2.1% |
| 3M | -2.2% | -17.8% | +15.6% | -0.5% |
| 6M | -11.5% | -41.3% | +29.8% | -6.9% |
| YTD | -0.7% | -52.0% | +51.3% | +6.7% |
| 1Y | +0.3% | -39.8% | +40.2% | +4.8% |
| 3Y | +44.2% | -74.8% | +119.0% | +63.1% |
| 5Y | +51.6% | -76.3% | +127.9% | +69.3% |
| 10Y | +310.4% | +53.9% | +256.5% | +290.0% |
| All | +310.4% | +52.0% | +258.4% | +290.0% |
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 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