+107.5%
LUV vs FFIV
+95.4%
+12.1%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.7% | +2.0% | +0.2% |
| 7D | +1.1% | -0.5% | +1.6% | +1.3% |
| 30D | +14.2% | -32.4% | +46.6% | +26.9% |
| 3M | +0.6% | -25.7% | +26.3% | +7.9% |
| 6M | +15.1% | -13.5% | +28.6% | +15.7% |
| YTD | +10.2% | +21.1% | -10.9% | -5.2% |
| 1Y | +38.4% | +29.4% | +9.0% | +15.3% |
| 3Y | +107.5% | +94.9% | +12.6% | +29.1% |
| All | +107.5% | +95.4% | +12.1% | +29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FFIV.
Daily Out/Under-Performance
Portfolio return minus FFIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FFIV 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 3y: compounded portfolio wealth divided by compounded FFIV 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…
3y analysis · Full analysis span regression · 6 months rolling