+82.7%
WULF vs LULU
+53.6%
+29.1%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.2% | +1.6% | +3.1% |
| 7D | +1.4% | -1.6% | +3.0% | +2.0% |
| 30D | -2.6% | -18.1% | +15.5% | +2.1% |
| 3M | -34.0% | -18.8% | -15.2% | -31.1% |
| 6M | +10.0% | -39.2% | +49.2% | +25.4% |
| YTD | +45.7% | -52.4% | +98.1% | +78.5% |
| 1Y | +57.3% | -40.3% | +97.6% | +77.9% |
| 3Y | +878.9% | -75.1% | +954.0% | +1,329.1% |
| 5Y | -28.3% | -76.7% | +48.4% | +1.6% |
| All | +82.7% | +53.6% | +29.1% | +126.2% |
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 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