+25.9%
LUV vs RMD
-18.7%
+44.6%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +1.7% |
| 7D | -1.0% | -4.4% | +3.5% | +0.8% |
| 30D | -12.4% | -3.1% | -9.2% | -11.3% |
| 3M | -11.0% | +13.8% | -24.8% | -17.2% |
| 6M | -5.0% | -8.6% | +3.6% | +0.7% |
| YTD | -3.8% | -8.6% | +4.9% | +0.5% |
| 1Y | +25.9% | -19.7% | +45.6% | +39.2% |
| All | +25.9% | -18.7% | +44.6% | +39.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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