+20.2%
LUV vs SUI
+117.1%
-97.0%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.4% |
| 7D | +6.6% | +3.4% | +3.2% | +5.2% |
| 30D | +11.2% | +4.6% | +6.6% | +9.1% |
| 3M | +3.6% | +1.6% | +2.1% | +2.8% |
| 6M | +13.1% | -3.5% | +16.6% | +14.0% |
| YTD | +13.6% | -1.0% | +14.6% | +13.4% |
| 1Y | +44.4% | -1.7% | +46.1% | +44.5% |
| 3Y | +113.2% | +18.4% | +94.9% | +96.0% |
| 5Y | +1.5% | -26.3% | +27.9% | +10.2% |
| 10Y | +20.2% | +123.3% | -103.2% | +7.3% |
| All | +20.2% | +117.1% | -97.0% | +7.3% |
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