+445.9%
ASX vs JBLU
-15.8%
+461.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.4% | +8.5% | +6.5% |
| 7D | +6.3% | +1.1% | +5.2% | +6.1% |
| 30D | +6.4% | -25.5% | +32.0% | +11.3% |
| 3M | +13.1% | -5.0% | +18.2% | +13.7% |
| 6M | +90.3% | +0.7% | +89.6% | +88.4% |
| YTD | +149.6% | -0.7% | +150.3% | +145.4% |
| 1Y | +249.2% | -12.7% | +261.9% | +248.1% |
| 3Y | +445.9% | -12.7% | +458.6% | +428.4% |
| All | +445.9% | -15.8% | +461.7% | +428.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling