+171.8%
LUV vs TRI
+499.2%
-327.4%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | +0.5% |
| 7D | -0.1% | -14.4% | +14.3% | +5.8% |
| 30D | -14.6% | -8.1% | -6.5% | -12.3% |
| 3M | -5.7% | +17.5% | -23.2% | -13.4% |
| 6M | -8.4% | -5.0% | -3.5% | -9.8% |
| YTD | -5.1% | -24.7% | +19.6% | +0.8% |
| 1Y | +26.6% | -41.5% | +68.1% | +50.1% |
| 3Y | +39.7% | -20.3% | +60.0% | +41.8% |
| 5Y | -12.0% | -10.9% | -1.1% | -16.1% |
| 10Y | +17.3% | +190.6% | -173.3% | -35.8% |
| All | +171.8% | +499.2% | -327.4% | -12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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