+953.3%
ASX vs JBLU
-72.4%
+1,025.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.0% |
| 7D | +5.2% | -5.0% | +10.2% | +6.3% |
| 30D | +0.5% | -23.9% | +24.4% | +6.1% |
| 3M | +8.3% | -11.6% | +20.0% | +10.4% |
| 6M | +82.0% | -0.2% | +82.3% | +79.2% |
| YTD | +147.6% | -3.3% | +150.9% | +142.5% |
| 1Y | +258.8% | -15.4% | +274.2% | +259.1% |
| 3Y | +452.1% | -14.7% | +466.8% | +390.9% |
| 5Y | +441.7% | -70.0% | +511.8% | +496.2% |
| All | +953.3% | -72.4% | +1,025.7% | +934.6% |
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 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