+25.9%
LUV vs RVMD
+375.0%
-349.1%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.4% |
| 7D | -1.0% | -3.0% | +2.0% | -0.7% |
| 30D | -12.4% | -0.7% | -11.6% | -12.3% |
| 3M | -11.0% | +36.5% | -47.5% | -13.6% |
| 6M | -5.0% | +104.6% | -109.6% | -10.5% |
| YTD | -3.8% | +155.8% | -159.6% | -10.2% |
| 1Y | +25.9% | +340.7% | -314.8% | +15.0% |
| All | +25.9% | +375.0% | -349.1% | +15.0% |
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