+66.0%
AMAT vs JBLU
-12.2%
+78.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -5.2% | +1.6% | -2.5% |
| 7D | +19.3% | +9.2% | +10.2% | +17.5% |
| 30D | -17.9% | +13.7% | -31.7% | -20.0% |
| 3M | -30.4% | -34.1% | +3.7% | -25.2% |
| 6M | -11.4% | -19.5% | +8.0% | -9.7% |
| YTD | +48.8% | -16.3% | +65.0% | +42.2% |
| 1Y | +66.0% | -13.4% | +79.4% | +56.0% |
| All | +66.0% | -12.2% | +78.2% | +56.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling