-9.1%
NVTS vs LUV
-12.9%
+3.7%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.4% | +2.9% | +3.4% |
| 7D | -1.4% | -1.0% | -0.5% | -0.9% |
| 30D | -16.5% | -12.4% | -4.2% | -9.5% |
| 3M | -47.6% | -11.0% | -36.6% | -43.9% |
| 6M | +7.3% | -5.0% | +12.3% | +8.4% |
| YTD | +62.9% | -3.8% | +66.7% | +56.2% |
| 1Y | +91.3% | +25.9% | +65.4% | +50.1% |
| 3Y | +43.4% | +42.2% | +1.2% | -6.3% |
| All | -9.1% | -12.9% | +3.7% | -7.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling