+154.3%
MP vs LUV
+41.1%
+113.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.3% | -0.9% | +0.5% |
| 7D | -2.9% | +0.4% | -3.3% | -3.0% |
| 30D | +13.8% | -18.4% | +32.2% | +22.4% |
| 3M | -16.7% | -3.2% | -13.5% | -16.3% |
| 6M | -11.5% | -14.8% | +3.4% | -7.5% |
| YTD | +7.9% | -2.9% | +10.8% | +5.8% |
| 1Y | -15.0% | +29.6% | -44.6% | -27.4% |
| All | +154.3% | +41.1% | +113.2% | +81.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling