+40.2%
LUV vs HDB
-31.0%
+71.2%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | +0.5% |
| 7D | -0.1% | -6.2% | +6.1% | +2.4% |
| 30D | -14.6% | -6.2% | -8.4% | -12.5% |
| 3M | -5.7% | -5.9% | +0.2% | -4.1% |
| 6M | -8.4% | -25.9% | +17.5% | +1.6% |
| YTD | -5.1% | -40.2% | +35.1% | +12.2% |
| 1Y | +26.6% | -38.0% | +64.6% | +47.8% |
| All | +40.2% | -31.0% | +71.2% | +54.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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