+7,787.5%
MDT vs LUV
+4,376.1%
+3,411.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.6% | -0.5% |
| 7D | -0.3% | +0.7% | -1.0% | -0.4% |
| 30D | +2.8% | -13.4% | +16.2% | +5.7% |
| 3M | +13.1% | -9.6% | +22.7% | +15.0% |
| 6M | +2.3% | -8.9% | +11.2% | +3.3% |
| YTD | -2.7% | -5.2% | +2.5% | -3.3% |
| 1Y | +0.9% | +27.0% | -26.2% | -5.9% |
| 3Y | +26.8% | +39.6% | -12.8% | +12.6% |
| 5Y | -19.5% | -14.4% | -5.0% | -22.3% |
| 10Y | +40.6% | +17.3% | +23.3% | +21.7% |
| All | +7,787.5% | +4,376.1% | +3,411.4% | +2,344.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LUV.
Daily Out/Under-Performance
Portfolio return minus LUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUV 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 all: compounded portfolio wealth divided by compounded LUV 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…
all analysis · Full analysis span regression · 6 months rolling