+87.6%
SMH vs LUV
+27.4%
+60.2%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.4% | +0.1% | +1.1% |
| 7D | +0.3% | -1.0% | +1.2% | +0.5% |
| 30D | -2.8% | -12.4% | +9.6% | +0.7% |
| 3M | -6.7% | -11.0% | +4.3% | -3.8% |
| 6M | +41.8% | -5.0% | +46.7% | +42.3% |
| YTD | +57.9% | -3.8% | +61.6% | +57.5% |
| 1Y | +87.6% | +25.9% | +61.7% | +75.8% |
| All | +87.6% | +27.4% | +60.2% | +75.8% |
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 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