+108.8%
LUV vs ARWR
+77.5%
+31.4%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.5% | +1.8% | -2.0% |
| 7D | +1.8% | -17.9% | +19.7% | +4.6% |
| 30D | +11.3% | -18.9% | +30.2% | +14.6% |
| 3M | +1.0% | -46.0% | +47.0% | +10.7% |
| 6M | +15.6% | -40.3% | +56.0% | +24.0% |
| YTD | +10.9% | -29.0% | +39.9% | +15.0% |
| 1Y | +38.1% | +13.8% | +24.3% | +32.3% |
| All | +108.8% | +77.5% | +31.4% | +70.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling