+143.3%
DELL vs JBLU
-12.5%
+155.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +11.9% | -20.8% | -10.6% |
| 7D | -24.6% | +24.9% | -49.5% | -27.6% |
| 30D | -32.5% | -12.3% | -20.2% | -31.7% |
| 3M | -20.2% | -44.5% | +24.3% | -15.0% |
| 6M | +76.5% | -25.7% | +102.2% | +80.1% |
| YTD | +198.9% | -21.8% | +220.7% | +176.6% |
| 1Y | +143.3% | -12.7% | +156.1% | +106.1% |
| All | +143.3% | -12.5% | +155.9% | +106.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling