+188.3%
LUV vs BRKR
+172.5%
+15.8%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.7% | +1.5% |
| 7D | -1.0% | -8.7% | +7.7% | +0.3% |
| 30D | -12.4% | -9.9% | -2.5% | -11.2% |
| 3M | -11.0% | -3.1% | -7.9% | -11.5% |
| 6M | -5.0% | +45.5% | -50.5% | -11.3% |
| YTD | -3.8% | +13.7% | -17.5% | -7.2% |
| 1Y | +25.9% | +67.4% | -41.5% | +14.3% |
| 3Y | +42.2% | -13.2% | +55.5% | +39.2% |
| 5Y | -10.8% | -39.5% | +28.7% | -9.2% |
| 10Y | +19.0% | +153.5% | -134.5% | +0.2% |
| All | +188.3% | +172.5% | +15.8% | +93.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 all: compounded portfolio wealth divided by compounded BRKR 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…
all analysis · Full analysis span regression · 6 months rolling