+376.3%
AMD vs JBLU
-69.9%
+446.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.4% | +8.3% | +6.6% |
| 7D | +10.0% | +1.1% | +8.9% | +9.6% |
| 30D | +4.6% | -25.5% | +30.2% | +13.2% |
| 3M | +3.1% | -5.0% | +8.2% | +3.4% |
| 6M | +162.8% | +0.7% | +162.1% | +155.8% |
| YTD | +136.2% | -0.7% | +136.8% | +125.8% |
| 1Y | +234.0% | -12.7% | +246.8% | +229.1% |
| 3Y | +376.7% | -12.7% | +389.4% | +282.0% |
| 5Y | +376.3% | -69.3% | +445.6% | +499.4% |
| All | +376.3% | -69.9% | +446.2% | +499.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling