+59.2%
LUV vs SOLS
+37.2%
+22.0%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -6.5% | +13.4% | +7.6% |
| 7D | +6.8% | -8.8% | +15.6% | +7.9% |
| 30D | +10.9% | -0.6% | +11.5% | +10.4% |
| 3M | -4.2% | -9.0% | +4.8% | -3.5% |
| 6M | +22.1% | -28.7% | +50.8% | +26.8% |
| YTD | +13.8% | +19.2% | -5.3% | +6.2% |
| 1Y | +59.2% | +32.6% | +26.6% | +41.4% |
| All | +59.2% | +37.2% | +22.0% | +41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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