+38.4%
LUV vs MAS
+38.5%
-0.1%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.9% | -0.8% |
| 7D | +1.1% | +3.0% | -1.9% | -0.6% |
| 30D | +14.2% | +22.4% | -8.2% | +2.1% |
| 3M | +0.6% | +14.5% | -13.9% | -6.8% |
| 6M | +15.1% | +27.1% | -12.1% | +0.1% |
| YTD | +10.2% | +35.8% | -25.6% | -7.0% |
| 1Y | +38.4% | +39.4% | -1.0% | +14.8% |
| All | +38.4% | +38.5% | -0.1% | +14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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