+40.2%
LUV vs FTV
-5.5%
+45.8%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.3% | +2.4% | +1.5% |
| 7D | -0.1% | -5.2% | +5.1% | +3.2% |
| 30D | -14.6% | -11.5% | -3.1% | -7.9% |
| 3M | -5.7% | -9.0% | +3.3% | -0.3% |
| 6M | -8.4% | -2.0% | -6.4% | -7.8% |
| YTD | -5.1% | -0.9% | -4.2% | -5.7% |
| 1Y | +26.6% | +14.8% | +11.8% | +13.7% |
| All | +40.2% | -5.5% | +45.8% | +35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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