+40.2%
LUV vs PODD
-21.1%
+61.3%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.1% | +3.1% | +0.6% |
| 7D | +0.7% | -6.9% | +7.5% | +2.0% |
| 30D | -13.4% | -3.5% | -10.0% | -13.0% |
| 3M | -9.6% | -13.6% | +4.0% | -8.0% |
| 6M | -8.9% | -42.6% | +33.7% | +1.2% |
| YTD | -5.2% | -51.5% | +46.3% | +9.3% |
| 1Y | +27.0% | -60.9% | +88.0% | +53.2% |
| All | +40.2% | -21.1% | +61.3% | +36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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