-12.3%
LUV vs WPM
+263.6%
-275.9%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.1% | -0.7% | +1.2% |
| 7D | -1.0% | -0.6% | -0.4% | -0.9% |
| 30D | -12.4% | +14.4% | -26.8% | -14.0% |
| 3M | -11.0% | +37.0% | -48.0% | -14.9% |
| 6M | -5.0% | +4.1% | -9.1% | -6.4% |
| YTD | -3.8% | +31.7% | -35.5% | -8.1% |
| 1Y | +25.9% | +44.2% | -18.3% | +18.7% |
| 3Y | +42.2% | +265.5% | -223.2% | +21.1% |
| All | -12.3% | +263.6% | -275.9% | -30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 5y: compounded portfolio wealth divided by compounded WPM 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…
5y analysis · Full analysis span regression · 6 months rolling