+26.6%
LUV vs ALLY
+4.3%
+22.3%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | +0.8% |
| 7D | +0.7% | -1.9% | +2.6% | +2.1% |
| 30D | -13.4% | -4.5% | -9.0% | -10.4% |
| 3M | -9.6% | -2.8% | -6.8% | -7.6% |
| 6M | -8.9% | +10.3% | -19.2% | -14.6% |
| YTD | -5.2% | -5.7% | +0.5% | -2.3% |
| All | +26.6% | +4.3% | +22.3% | +20.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling