+309.8%
BE vs JBLU
-14.6%
+324.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.2% | +6.4% | +6.6% |
| 7D | +9.0% | -5.0% | +14.0% | +10.9% |
| 30D | +16.3% | -23.9% | +40.1% | +27.5% |
| 3M | +10.8% | -11.6% | +22.4% | +13.6% |
| 6M | +73.2% | -0.2% | +73.4% | +67.8% |
| YTD | +217.4% | -3.3% | +220.7% | +198.3% |
| 1Y | +309.8% | -15.4% | +325.2% | +261.8% |
| All | +309.8% | -14.6% | +324.4% | +261.8% |
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