+25.9%
LUV vs WWD
+41.6%
-15.6%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.4% | +0.1% | +0.8% |
| 7D | -1.0% | -2.6% | +1.6% | +0.2% |
| 30D | -12.4% | -6.9% | -5.4% | -9.7% |
| 3M | -11.0% | -13.0% | +2.1% | -6.2% |
| 6M | -5.0% | -12.5% | +7.5% | -0.9% |
| YTD | -3.8% | +11.8% | -15.6% | -3.7% |
| 1Y | +25.9% | +41.1% | -15.1% | +29.3% |
| All | +25.9% | +41.6% | -15.6% | +29.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 1y: compounded portfolio wealth divided by compounded WWD 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…
1y analysis · Full analysis span regression · 6 months rolling