+59.2%
LUV vs BBWI
+2.4%
+56.9%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +4.1% | +2.7% | +5.9% |
| 7D | +6.8% | +8.8% | -2.0% | +4.9% |
| 30D | +10.9% | +34.8% | -23.9% | +4.3% |
| 3M | -4.2% | +12.9% | -17.2% | -6.8% |
| 6M | +22.1% | +29.6% | -7.4% | +15.2% |
| YTD | +13.8% | +20.8% | -6.9% | +9.4% |
| 1Y | +59.2% | +4.1% | +55.2% | +55.2% |
| All | +59.2% | +2.4% | +56.9% | +55.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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