+46.1%
ASML vs JBLU
-12.5%
+58.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +11.9% | -15.5% | -5.8% |
| 7D | -10.0% | +24.9% | -34.9% | -14.2% |
| 30D | -19.4% | -12.3% | -7.1% | -17.7% |
| 3M | -12.5% | -44.5% | +32.0% | -2.4% |
| 6M | +8.2% | -25.7% | +33.9% | +11.8% |
| YTD | +40.7% | -21.8% | +62.5% | +38.3% |
| 1Y | +46.1% | -12.7% | +58.9% | +40.6% |
| All | +46.1% | -12.5% | +58.7% | +40.6% |
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