+42.2%
LUV vs NVD
-99.1%
+141.3%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.3% | +1.2% | +1.4% |
| 7D | -1.0% | +10.8% | -11.8% | -0.2% |
| 30D | -12.4% | +0.8% | -13.1% | -12.1% |
| 3M | -11.0% | -20.8% | +9.8% | -12.0% |
| 6M | -5.0% | -41.2% | +36.2% | -7.4% |
| YTD | -3.8% | -44.2% | +40.4% | -6.3% |
| 1Y | +25.9% | -54.2% | +80.1% | +21.5% |
| 3Y | +42.2% | -99.1% | +141.4% | +17.6% |
| All | +42.2% | -99.1% | +141.3% | +17.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling