+46.2%
IBIT vs LUV
+61.0%
-14.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -2.9% | -3.4% |
| 7D | -9.2% | +1.1% | -10.3% | -9.4% |
| 30D | -15.8% | +14.2% | -30.0% | -18.4% |
| 3M | +8.5% | +0.6% | +7.9% | +8.2% |
| 6M | -13.7% | +15.1% | -28.8% | -17.3% |
| YTD | -21.6% | +10.2% | -31.8% | -25.5% |
| 1Y | -30.0% | +38.4% | -68.4% | -38.4% |
| All | +46.2% | +61.0% | -14.8% | +15.6% |
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 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