+2,981.5%
MUU vs LUV
+24.6%
+2,956.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +2.3% | +9.3% | +9.7% |
| 7D | +17.4% | +0.4% | +17.0% | +17.0% |
| 30D | +24.0% | -18.4% | +42.4% | +45.6% |
| 3M | -23.9% | -3.2% | -20.7% | -20.4% |
| 6M | +284.4% | -14.8% | +299.3% | +319.6% |
| YTD | +583.7% | -2.9% | +586.6% | +570.3% |
| 1Y | +2,981.5% | +29.6% | +2,951.9% | +1,949.0% |
| All | +2,981.5% | +24.6% | +2,956.9% | +1,949.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling