-98.3%
DFNS vs LUV
+27.4%
-125.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.4% | -4.0% | -3.5% |
| 7D | -6.3% | -1.0% | -5.4% | -5.8% |
| 30D | -74.0% | -12.4% | -61.6% | -71.6% |
| 3M | -70.1% | -11.0% | -59.2% | -66.4% |
| 6M | -93.9% | -5.0% | -88.9% | -93.3% |
| YTD | -98.1% | -3.8% | -94.3% | -98.0% |
| 1Y | -98.3% | +25.9% | -124.2% | -98.6% |
| All | -98.3% | +27.4% | -125.7% | -98.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LUV.
Daily Out/Under-Performance
Portfolio return minus LUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUV 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 LUV 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