+20.5%
BMY vs JBLU
-15.7%
+36.2%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.2% |
| 7D | -4.8% | -5.0% | +0.2% | -4.4% |
| 30D | -0.1% | -23.9% | +23.8% | +1.6% |
| 3M | +13.1% | -11.6% | +24.8% | +13.6% |
| 6M | +8.4% | -0.2% | +8.6% | +7.6% |
| YTD | +22.0% | -3.3% | +25.3% | +21.0% |
| 1Y | +40.3% | -15.4% | +55.7% | +40.0% |
| 3Y | +20.5% | -14.7% | +35.2% | +14.7% |
| All | +20.5% | -15.7% | +36.2% | +14.7% |
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