+12.2%
LUV vs URI
+1,173.3%
-1,161.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.6% | -0.1% |
| 7D | +1.1% | +6.7% | -5.6% | -1.5% |
| 30D | +14.2% | +8.9% | +5.4% | +10.3% |
| 3M | +0.6% | +0.5% | +0.1% | 0.0% |
| 6M | +15.1% | +20.7% | -5.6% | +5.5% |
| YTD | +10.2% | +40.0% | -29.8% | -8.1% |
| 1Y | +38.4% | +34.4% | +4.0% | +17.6% |
| 3Y | +107.5% | +149.5% | -42.0% | +29.1% |
| 5Y | +1.1% | +205.6% | -204.5% | -44.7% |
| All | +12.2% | +1,173.3% | -1,161.2% | -66.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · 6 months rolling