+25.9%
LUV vs GEN
+5.1%
+20.8%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.0% | +0.5% | +1.3% |
| 7D | -1.0% | -1.3% | +0.3% | -0.8% |
| 30D | -12.4% | +6.1% | -18.5% | -13.0% |
| 3M | -11.0% | +27.0% | -37.9% | -13.8% |
| 6M | -5.0% | +43.9% | -48.8% | -10.6% |
| YTD | -3.8% | +13.0% | -16.8% | -3.5% |
| 1Y | +25.9% | +4.0% | +21.9% | +40.2% |
| All | +25.9% | +5.1% | +20.8% | +40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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