+59.2%
LUV vs ET
+24.7%
+34.5%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -3.5% | +10.3% | +5.1% |
| 7D | +6.8% | -6.0% | +12.8% | +3.8% |
| 30D | +10.9% | -6.1% | +17.0% | +8.0% |
| 3M | -4.2% | -2.7% | -1.6% | -5.0% |
| 6M | +22.1% | +0.2% | +21.9% | +22.7% |
| YTD | +13.8% | +24.3% | -10.5% | +17.7% |
| 1Y | +59.2% | +26.4% | +32.9% | +64.3% |
| All | +59.2% | +24.7% | +34.5% | +64.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 ET 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