+25.9%
LUV vs TD
+60.9%
-35.0%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.7% | +0.7% | +0.7% |
| 7D | -1.0% | -0.5% | -0.4% | -0.4% |
| 30D | -12.4% | -1.9% | -10.5% | -10.6% |
| 3M | -11.0% | +4.8% | -15.7% | -16.4% |
| 6M | -5.0% | +28.0% | -33.0% | -30.9% |
| YTD | -3.8% | +30.3% | -34.1% | -31.0% |
| 1Y | +25.9% | +59.8% | -33.9% | -20.3% |
| All | +25.9% | +60.9% | -35.0% | -20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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