+59.2%
LUV vs NVD
-27.4%
+86.6%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +6.5% | +0.4% | +7.4% |
| 7D | +6.8% | +15.0% | -8.2% | +8.3% |
| 30D | +10.9% | +39.3% | -28.4% | +14.9% |
| 3M | -4.2% | +3.1% | -7.4% | -3.3% |
| 6M | +22.1% | -19.0% | +41.1% | +21.1% |
| YTD | +13.8% | -35.5% | +49.3% | +9.4% |
| 1Y | +59.2% | -30.2% | +89.4% | +54.6% |
| All | +59.2% | -27.4% | +86.6% | +54.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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