-12.0%
LUV vs TECH
-42.4%
+30.4%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.3% | +0.1% |
| 7D | -0.1% | -0.5% | +0.4% | +0.1% |
| 30D | -14.6% | 0.0% | -14.6% | -14.6% |
| 3M | -5.7% | +37.4% | -43.1% | -14.9% |
| 6M | -8.4% | +36.9% | -45.3% | -18.3% |
| YTD | -5.1% | +23.1% | -28.2% | -12.9% |
| 1Y | +26.6% | +42.2% | -15.7% | +9.7% |
| 3Y | +39.7% | +1.9% | +37.7% | +29.3% |
| 5Y | -12.0% | -42.9% | +30.9% | -9.0% |
| All | -12.0% | -42.4% | +30.4% | -9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 5y: compounded portfolio wealth divided by compounded TECH 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…
5y analysis · Full analysis span regression · 6 months rolling