+42.2%
LUV vs UUUU
+74.5%
-32.3%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -5.0% | +6.4% | +1.7% |
| 7D | -1.0% | -10.5% | +9.5% | -0.3% |
| 30D | -12.4% | -10.5% | -1.8% | -11.8% |
| 3M | -11.0% | -14.1% | +3.1% | -10.5% |
| 6M | -5.0% | -35.5% | +30.5% | -3.4% |
| YTD | -3.8% | -10.9% | +7.2% | -5.6% |
| 1Y | +25.9% | +3.4% | +22.6% | +20.8% |
| 3Y | +42.2% | +73.1% | -30.9% | +20.8% |
| All | +42.2% | +74.5% | -32.3% | +20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 3y: compounded portfolio wealth divided by compounded UUUU 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…
3y analysis · Full analysis span regression · 6 months rolling