+38.4%
LUV vs IP
-5.8%
+44.3%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.1% | -1.2% |
| 7D | +1.1% | -0.3% | +1.4% | +1.2% |
| 30D | +14.2% | +7.9% | +6.3% | +10.8% |
| 3M | +0.6% | -15.3% | +15.9% | +7.2% |
| 6M | +15.1% | +10.5% | +4.6% | +9.9% |
| YTD | +10.2% | -9.4% | +19.6% | +11.5% |
| 1Y | +38.4% | -4.6% | +43.1% | +36.0% |
| All | +38.4% | -5.8% | +44.3% | +36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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