-9.5%
DASH vs JBLU
-76.1%
+66.6%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | -0.2% |
| 7D | -4.5% | +2.5% | -7.0% | -5.3% |
| 30D | -6.8% | +24.9% | -31.7% | -13.2% |
| 3M | -20.7% | -35.2% | +14.5% | -11.7% |
| 6M | +15.1% | -20.0% | +35.1% | +19.9% |
| YTD | -24.3% | -17.4% | -6.9% | -24.0% |
| 1Y | -12.1% | -13.0% | +0.8% | -13.3% |
| 3Y | +91.1% | -5.3% | +96.3% | +34.3% |
| 5Y | -30.3% | -75.2% | +44.9% | -9.0% |
| All | -9.5% | -76.1% | +66.6% | +11.2% |
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 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