+215.4%
ADSK vs JBLU
-72.4%
+287.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.1% | +0.3% |
| 7D | -2.5% | -5.0% | +2.4% | -1.6% |
| 30D | -14.9% | -23.9% | +9.0% | -10.8% |
| 3M | +3.3% | -11.6% | +15.0% | +4.8% |
| 6M | -15.7% | -0.2% | -15.4% | -17.7% |
| YTD | -28.2% | -3.3% | -24.9% | -30.3% |
| 1Y | -34.5% | -15.4% | -19.2% | -35.1% |
| 3Y | -2.9% | -14.7% | +11.8% | -15.0% |
| 5Y | -25.3% | -70.0% | +44.7% | -19.1% |
| All | +215.4% | -72.4% | +287.8% | +237.2% |
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