-12.3%
LUV vs RMD
-23.0%
+10.8%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +1.6% |
| 7D | -1.0% | -4.4% | +3.5% | +0.2% |
| 30D | -12.4% | -3.1% | -9.2% | -11.7% |
| 3M | -11.0% | +13.8% | -24.8% | -14.1% |
| 6M | -5.0% | -8.6% | +3.6% | -3.3% |
| YTD | -3.8% | -8.6% | +4.9% | -2.1% |
| 1Y | +25.9% | -19.7% | +45.6% | +31.9% |
| 3Y | +42.2% | +48.4% | -6.1% | +26.7% |
| All | -12.3% | -23.0% | +10.8% | -20.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling