+651.5%
ADI vs JBLU
-72.4%
+723.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.2% | +4.6% | +4.8% |
| 7D | +4.6% | -5.0% | +9.5% | +5.7% |
| 30D | -1.2% | -23.9% | +22.7% | +4.5% |
| 3M | -7.8% | -11.6% | +3.8% | -6.3% |
| 6M | +19.3% | -0.2% | +19.6% | +16.5% |
| YTD | +40.9% | -3.3% | +44.2% | +37.3% |
| 1Y | +54.5% | -15.4% | +69.9% | +54.3% |
| 3Y | +123.4% | -14.7% | +138.2% | +98.2% |
| 5Y | +142.3% | -70.0% | +212.3% | +167.3% |
| All | +651.5% | -72.4% | +723.9% | +695.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling