+256.3%
ASX vs JBLU
-14.9%
+271.2%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.2% | -3.5% | -3.3% |
| 7D | +6.5% | -4.8% | +11.3% | +7.4% |
| 30D | +3.1% | -24.4% | +27.6% | +8.8% |
| 3M | +17.4% | -4.8% | +22.2% | +18.5% |
| 6M | +85.4% | -0.5% | +85.9% | +84.4% |
| YTD | +150.1% | -3.5% | +153.6% | +144.1% |
| 1Y | +256.3% | -13.6% | +269.9% | +241.4% |
| All | +256.3% | -14.9% | +271.2% | +241.4% |
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 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