+4,328.8%
LUV vs TECH
+100,886.2%
-96,557.4%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.2% | -2.4% |
| 7D | +3.1% | +0.2% | +2.9% | +3.1% |
| 30D | -17.4% | +0.1% | -17.6% | -17.4% |
| 3M | -4.9% | +37.5% | -42.4% | -9.9% |
| 6M | -5.7% | +34.6% | -40.3% | -10.9% |
| YTD | -5.2% | +23.5% | -28.7% | -9.3% |
| 1Y | +24.1% | +34.4% | -10.3% | +16.6% |
| 3Y | +39.6% | +2.3% | +37.3% | +35.2% |
| 5Y | -12.5% | -41.7% | +29.3% | -8.7% |
| 10Y | +12.9% | +177.6% | -164.7% | -6.6% |
| All | +4,328.8% | +100,886.2% | -96,557.4% | +2,272.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling