+39.6%
LUV vs SUI
+12.1%
+27.5%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.5% | -0.9% | -1.8% |
| 7D | +3.1% | -3.1% | +6.2% | +4.4% |
| 30D | -17.4% | -2.3% | -15.1% | -16.7% |
| 3M | -4.9% | -2.8% | -2.1% | -4.2% |
| 6M | -5.7% | -12.4% | +6.7% | -0.7% |
| YTD | -5.2% | -3.3% | -1.9% | -4.3% |
| 1Y | +24.1% | -5.8% | +29.9% | +26.5% |
| 3Y | +39.6% | +12.5% | +27.1% | +29.8% |
| All | +39.6% | +12.1% | +27.5% | +29.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling