+622.8%
LUV vs SUI
+4,037.5%
-3,414.7%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.3% | +2.6% | +2.4% |
| 7D | +0.4% | -2.8% | +3.2% | +1.5% |
| 30D | -18.4% | -1.2% | -17.2% | -18.1% |
| 3M | -3.2% | -1.7% | -1.5% | -3.0% |
| 6M | -14.8% | -10.5% | -4.4% | -11.4% |
| YTD | -2.9% | -1.8% | -1.0% | -2.5% |
| 1Y | +29.6% | -4.1% | +33.7% | +31.1% |
| 3Y | +35.2% | +11.3% | +23.9% | +27.3% |
| 5Y | -11.7% | -32.1% | +20.4% | -0.9% |
| 10Y | +21.6% | +110.4% | -88.9% | -15.1% |
| All | +622.8% | +4,037.5% | -3,414.7% | +112.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling