+29.6%
LUV vs BTDR
-4.8%
+34.4%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.9% | -1.6% | +1.9% |
| 7D | +0.4% | +20.0% | -19.5% | -1.4% |
| 30D | -18.4% | +11.9% | -30.3% | -19.6% |
| 3M | -3.2% | -36.9% | +33.7% | -0.7% |
| 6M | -14.8% | +56.5% | -71.4% | -18.9% |
| YTD | -2.9% | +10.4% | -13.3% | -7.5% |
| 1Y | +29.6% | +3.1% | +26.5% | +28.4% |
| All | +29.6% | -4.8% | +34.4% | +28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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