-7.0%
DASH vs JBLU
-77.7%
+70.8%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.2% | -5.3% | -1.7% |
| 7D | +0.4% | +28.8% | -28.4% | -6.8% |
| 30D | -6.0% | -7.6% | +1.5% | -4.9% |
| 3M | -15.8% | -40.7% | +25.0% | -3.2% |
| 6M | +7.0% | -27.2% | +34.1% | +14.8% |
| YTD | -20.7% | -19.3% | -1.3% | -19.8% |
| 1Y | -8.5% | -13.6% | +5.1% | -9.7% |
| 3Y | +101.8% | -14.7% | +116.4% | +39.2% |
| All | -7.0% | -77.7% | +70.8% | +46.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling