+12.9%
LUV vs ALLY
+172.1%
-159.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.7% | -2.0% | -2.3% |
| 7D | +1.8% | -2.1% | +3.9% | +2.9% |
| 30D | +11.3% | +2.0% | +9.3% | +10.4% |
| 3M | +1.0% | -13.3% | +14.4% | +8.5% |
| 6M | +15.6% | -9.9% | +25.5% | +22.1% |
| YTD | +10.9% | -13.5% | +24.4% | +19.5% |
| 1Y | +38.1% | -2.8% | +40.9% | +40.6% |
| 3Y | +108.2% | +63.4% | +44.8% | +59.2% |
| 5Y | +1.7% | -10.9% | +12.6% | 0.0% |
| All | +12.9% | +172.1% | -159.2% | -36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 10y: compounded portfolio wealth divided by compounded ALLY 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…
10y analysis · Full analysis span regression · 6 months rolling