+878.9%
WULF vs LULU
-75.0%
+954.0%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.2% | +1.6% | +2.8% |
| 7D | +1.4% | -1.6% | +3.0% | +2.2% |
| 30D | -2.6% | -18.1% | +15.5% | +3.8% |
| 3M | -34.0% | -18.8% | -15.2% | -30.1% |
| 6M | +10.0% | -39.2% | +49.2% | +32.9% |
| YTD | +45.7% | -52.4% | +98.1% | +96.5% |
| 1Y | +57.3% | -40.3% | +97.6% | +85.5% |
| 3Y | +878.9% | -75.1% | +954.0% | +1,556.3% |
| All | +878.9% | -75.0% | +954.0% | +1,556.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling