+59.2%
LUV vs BTI
+24.7%
+34.6%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +3.4% | +3.4% | +6.0% |
| 7D | +6.8% | +5.3% | +1.5% | +5.5% |
| 30D | +10.9% | +19.1% | -8.2% | +6.8% |
| 3M | -4.2% | +6.5% | -10.7% | -5.3% |
| 6M | +22.1% | +9.4% | +12.7% | +19.4% |
| YTD | +13.8% | +14.4% | -0.6% | +11.3% |
| 1Y | +59.2% | +23.9% | +35.4% | +46.6% |
| All | +59.2% | +24.7% | +34.6% | +46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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