+66.3%
IBIT vs LUV
+38.6%
+27.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.3% | -0.2% |
| 7D | +1.1% | +0.7% | +0.5% | +1.0% |
| 30D | +22.2% | -13.4% | +35.7% | +26.2% |
| 3M | +26.0% | -9.6% | +35.6% | +28.2% |
| 6M | +13.2% | -8.9% | +22.1% | +14.3% |
| YTD | -10.8% | -5.2% | -5.6% | -12.2% |
| 1Y | -29.9% | +27.0% | -57.0% | -37.7% |
| All | +66.3% | +38.6% | +27.7% | +36.2% |
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