+17.5%
LUV vs ARWR
+1,081.9%
-1,064.4%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.3% | +1.4% |
| 7D | -1.0% | -4.0% | +3.1% | -0.5% |
| 30D | -12.4% | -5.0% | -7.3% | -11.9% |
| 3M | -11.0% | +11.3% | -22.3% | -12.3% |
| 6M | -5.0% | +42.6% | -47.6% | -8.9% |
| YTD | -3.8% | +24.8% | -28.6% | -6.6% |
| 1Y | +25.9% | +178.8% | -152.9% | +11.9% |
| 3Y | +42.2% | +183.3% | -141.1% | +20.7% |
| 5Y | -10.8% | +29.5% | -40.2% | -21.5% |
| All | +17.5% | +1,081.9% | -1,064.4% | -6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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