+91.3%
ABBV vs JBLU
-15.7%
+107.1%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | +0.3% | -5.0% | +5.2% | +0.4% |
| 30D | +3.4% | -23.9% | +27.2% | +4.2% |
| 3M | +15.2% | -11.6% | +26.9% | +15.4% |
| 6M | +14.7% | -0.2% | +14.9% | +14.1% |
| YTD | +15.2% | -3.3% | +18.5% | +14.4% |
| 1Y | +20.4% | -15.4% | +35.8% | +20.1% |
| 3Y | +91.3% | -14.7% | +106.1% | +85.4% |
| All | +91.3% | -15.7% | +107.1% | +85.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JBLU.
Daily Out/Under-Performance
Portfolio return minus JBLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBLU 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 JBLU 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