+1,611.9%
BE vs JBLU
-15.9%
+1,627.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.2% | -4.2% | -4.1% |
| 7D | +9.7% | -4.8% | +14.5% | +10.9% |
| 30D | +22.4% | -24.4% | +46.8% | +30.1% |
| 3M | +10.4% | -4.8% | +15.1% | +10.6% |
| 6M | +67.9% | -0.5% | +68.3% | +66.2% |
| YTD | +197.5% | -3.5% | +201.0% | +193.7% |
| 1Y | +310.6% | -13.6% | +324.1% | +311.5% |
| All | +1,611.9% | -15.9% | +1,627.8% | +1,438.3% |
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