+4.1%
DASH vs JBLU
-72.1%
+76.2%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.1% | +1.5% | -0.7% |
| 7D | -12.8% | -5.6% | -7.2% | -11.4% |
| 30D | -6.0% | -22.3% | +16.3% | +0.6% |
| 3M | +26.7% | -11.0% | +37.7% | +30.0% |
| 6M | +11.7% | -3.1% | +14.8% | +10.4% |
| YTD | -12.9% | -3.7% | -9.2% | -15.3% |
| 1Y | -23.1% | -14.8% | -8.3% | -23.1% |
| 3Y | +140.0% | -15.4% | +155.5% | +86.7% |
| 5Y | -5.1% | -71.4% | +66.3% | +19.7% |
| All | +4.1% | -72.1% | +76.2% | +23.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling