+577.9%
HWM vs LUV
-0.2%
+578.1%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.8% |
| 7D | +7.3% | +1.1% | +6.2% | +6.9% |
| 30D | +1.6% | +14.2% | -12.7% | -3.2% |
| 3M | -21.9% | +0.6% | -22.5% | -22.3% |
| 6M | -19.0% | +15.1% | -34.1% | -23.6% |
| YTD | +7.9% | +10.2% | -2.3% | +1.5% |
| 1Y | +9.9% | +38.4% | -28.5% | -5.3% |
| 3Y | +342.1% | +107.5% | +234.6% | +193.8% |
| All | +577.9% | -0.2% | +578.1% | +556.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling