+796.4%
HUT vs LUV
+38.7%
+757.7%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | 0.0% | -3.6% | -3.6% |
| 7D | +18.9% | +0.7% | +18.2% | +18.4% |
| 30D | +12.0% | -13.4% | +25.4% | +21.3% |
| 3M | -14.9% | -9.6% | -5.3% | -10.2% |
| 6M | +96.8% | -8.9% | +105.7% | +106.5% |
| YTD | +108.8% | -5.2% | +113.9% | +110.9% |
| 1Y | +227.4% | +27.0% | +200.3% | +177.8% |
| All | +796.4% | +38.7% | +757.7% | +664.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling