-20.7%
IBIT vs LUV
+57.3%
-78.1%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +6.8% | -3.9% | +2.4% |
| 7D | -1.8% | +6.8% | -8.5% | -2.3% |
| 30D | -6.7% | +10.9% | -17.6% | -7.4% |
| 3M | +24.6% | -4.2% | +28.8% | +24.9% |
| 6M | -0.2% | +22.1% | -22.3% | -2.0% |
| YTD | -8.7% | +13.8% | -22.5% | -9.9% |
| 1Y | -20.7% | +59.2% | -80.0% | -33.9% |
| All | -20.7% | +57.3% | -78.1% | -33.9% |
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