+17.5%
LUV vs WING
+407.7%
-390.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +6.0% | -4.5% | +0.5% |
| 7D | -1.0% | +7.2% | -8.2% | -2.1% |
| 30D | -12.4% | +4.8% | -17.1% | -13.2% |
| 3M | -11.0% | -23.7% | +12.7% | -7.7% |
| 6M | -5.0% | -43.6% | +38.6% | +3.0% |
| YTD | -3.8% | -50.6% | +46.8% | +6.0% |
| 1Y | +25.9% | -57.0% | +82.9% | +41.1% |
| 3Y | +42.2% | -28.3% | +70.5% | +42.2% |
| 5Y | -10.8% | -32.4% | +21.6% | -13.6% |
| All | +17.5% | +407.7% | -390.2% | -24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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