+17.3%
LUV vs SUI
+104.7%
-87.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | +0.6% |
| 7D | +0.7% | -4.3% | +4.9% | +2.4% |
| 30D | -13.4% | -2.1% | -11.3% | -12.8% |
| 3M | -9.6% | -6.1% | -3.5% | -7.8% |
| 6M | -8.9% | -12.8% | +3.8% | -4.3% |
| YTD | -5.2% | -4.6% | -0.5% | -3.8% |
| 1Y | +27.0% | -7.7% | +34.7% | +30.4% |
| 3Y | +39.6% | +10.9% | +28.7% | +31.7% |
| 5Y | -14.4% | -32.4% | +18.0% | -4.3% |
| 10Y | +17.3% | +105.7% | -88.4% | +10.3% |
| All | +17.3% | +104.7% | -87.5% | +10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling