+25.9%
LUV vs BNS
+49.3%
-23.4%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.7% | +0.8% | +0.8% |
| 7D | -1.0% | -0.4% | -0.6% | -0.6% |
| 30D | -12.4% | +3.5% | -15.8% | -15.0% |
| 3M | -11.0% | +14.1% | -25.1% | -23.1% |
| 6M | -5.0% | +33.8% | -38.8% | -31.6% |
| YTD | -3.8% | +29.5% | -33.2% | -27.9% |
| 1Y | +25.9% | +48.4% | -22.5% | -13.1% |
| All | +25.9% | +49.3% | -23.4% | -13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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