+59.2%
LUV vs RVMD
+244.4%
-185.1%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +2.8% | +4.0% | +6.6% |
| 7D | +6.8% | +5.8% | +1.0% | +6.3% |
| 30D | +10.9% | -3.8% | +14.8% | +11.2% |
| 3M | -4.2% | +3.2% | -7.5% | -4.7% |
| 6M | +22.1% | +35.0% | -12.9% | +18.3% |
| YTD | +13.8% | +150.7% | -136.9% | +6.9% |
| 1Y | +59.2% | +241.0% | -181.7% | +43.1% |
| All | +59.2% | +244.4% | -185.1% | +43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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