+29.6%
LUV vs FRSH
-3.3%
+32.9%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -4.7% | +7.0% | +2.5% |
| 7D | +0.4% | -8.2% | +8.6% | +0.9% |
| 30D | -18.4% | +10.5% | -28.9% | -19.0% |
| 3M | -3.2% | +32.7% | -36.0% | -5.3% |
| 6M | -14.8% | +50.3% | -65.1% | -17.4% |
| YTD | -2.9% | +3.9% | -6.8% | -4.1% |
| 1Y | +29.6% | -2.2% | +31.7% | +26.0% |
| All | +29.6% | -3.3% | +32.9% | +26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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