-23.8%
WULF vs LULU
-30.5%
+6.7%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +4.8% | -11.4% | -7.0% |
| 7D | -12.8% | +6.5% | -19.3% | -13.3% |
| 30D | -20.9% | +20.3% | -41.2% | -22.5% |
| 3M | -38.0% | -8.9% | -29.1% | -37.8% |
| 6M | -47.5% | -13.1% | -34.4% | -46.4% |
| YTD | +1.8% | -46.1% | +47.9% | +8.2% |
| All | -23.8% | -30.5% | +6.7% | -33.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling