+25.9%
LUV vs BIYA
-98.7%
+124.6%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.2% | +3.6% | +1.4% |
| 7D | -1.0% | -1.8% | +0.8% | -1.0% |
| 30D | -12.4% | -17.5% | +5.1% | -12.5% |
| 3M | -11.0% | -78.0% | +67.0% | -11.5% |
| 6M | -5.0% | -89.5% | +84.5% | -4.8% |
| YTD | -3.8% | -94.3% | +90.5% | -3.4% |
| 1Y | +25.9% | -98.6% | +124.5% | +37.9% |
| All | +25.9% | -98.7% | +124.6% | +37.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 BIYA 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