+29.6%
LUV vs SMTC
+154.8%
-125.2%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +9.2% | -6.9% | +1.2% |
| 7D | +0.4% | +12.7% | -12.3% | -1.0% |
| 30D | -18.4% | +22.0% | -40.4% | -20.8% |
| 3M | -3.2% | -12.7% | +9.5% | -2.8% |
| 6M | -14.8% | +64.8% | -79.6% | -24.8% |
| YTD | -2.9% | +100.7% | -103.5% | -16.0% |
| 1Y | +29.6% | +146.9% | -117.3% | +15.6% |
| All | +29.6% | +154.8% | -125.2% | +15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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