-13.5%
LUV vs GRMN
+74.2%
-87.7%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -0.1% | -1.8% | +1.7% | +0.6% |
| 30D | -14.6% | -12.1% | -2.5% | -10.2% |
| 3M | -5.7% | +18.0% | -23.7% | -12.8% |
| 6M | -8.4% | +13.7% | -22.2% | -14.0% |
| YTD | -5.1% | +35.3% | -40.4% | -17.3% |
| 1Y | +26.6% | +17.2% | +9.3% | +16.4% |
| 3Y | +39.7% | +179.6% | -139.9% | -14.7% |
| All | -13.5% | +74.2% | -87.7% | -42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 5y: compounded portfolio wealth divided by compounded GRMN 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…
5y analysis · Full analysis span regression · 6 months rolling