+486.8%
ASX vs JBLU
-75.4%
+562.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.3% | -0.7% | -1.7% |
| 7D | +12.4% | +2.5% | +9.9% | +11.9% |
| 30D | -19.8% | +24.9% | -44.7% | -23.9% |
| 3M | -10.3% | -35.2% | +24.9% | -2.6% |
| 6M | +1.2% | -20.0% | +21.2% | +4.5% |
| YTD | +123.0% | -17.4% | +140.4% | +124.0% |
| 1Y | +145.4% | -13.0% | +158.4% | +143.6% |
| 3Y | +368.6% | -5.3% | +373.9% | +278.2% |
| All | +486.8% | -75.4% | +562.2% | +613.2% |
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