-13.5%
LUV vs BLDR
+8.3%
-21.8%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.9% | +4.0% | +1.3% |
| 7D | -0.1% | -8.1% | +8.0% | +2.6% |
| 30D | -14.6% | -21.5% | +6.9% | -7.9% |
| 3M | -5.7% | -21.0% | +15.3% | +1.0% |
| 6M | -8.4% | -37.1% | +28.6% | +4.9% |
| YTD | -5.1% | -42.7% | +37.6% | +11.1% |
| 1Y | +26.6% | -58.0% | +84.5% | +61.6% |
| 3Y | +39.7% | -57.8% | +97.5% | +66.7% |
| All | -13.5% | +8.3% | -21.8% | -31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 5y: compounded portfolio wealth divided by compounded BLDR 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…
5y analysis · Full analysis span regression · 6 months rolling