-0.4%
LUV vs HDB
-23.2%
+22.8%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.8% |
| 7D | +1.1% | +2.7% | -1.6% | 0.0% |
| 30D | +14.2% | +14.1% | +0.1% | +8.1% |
| 3M | +0.6% | +11.8% | -11.2% | -4.2% |
| 6M | +15.1% | +8.2% | +6.9% | +10.3% |
| YTD | +10.2% | -29.3% | +39.5% | +24.9% |
| 1Y | +38.4% | -28.8% | +67.2% | +56.3% |
| 3Y | +107.5% | -7.5% | +115.0% | +107.1% |
| All | -0.4% | -23.2% | +22.8% | +0.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling