+5,080.1%
LUV vs HAS
+4,755.6%
+324.5%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.0% | -0.6% | -2.0% |
| 7D | +1.8% | +1.6% | +0.2% | +1.3% |
| 30D | +11.3% | +26.6% | -15.4% | +2.9% |
| 3M | +1.0% | +29.0% | -28.0% | -7.2% |
| 6M | +15.6% | +30.6% | -15.0% | +5.1% |
| YTD | +10.9% | +51.5% | -40.6% | -4.3% |
| 1Y | +38.1% | +58.5% | -20.4% | +17.4% |
| 3Y | +108.2% | +214.1% | -105.9% | +39.6% |
| 5Y | +1.7% | +50.2% | -48.5% | -15.3% |
| 10Y | +16.8% | +100.0% | -83.2% | -15.1% |
| All | +5,080.1% | +4,755.6% | +324.5% | +1,373.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 all: compounded portfolio wealth divided by compounded HAS 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…
all analysis · Full analysis span regression · 6 months rolling