+358.3%
DELL vs JBLU
-14.6%
+372.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.2% | +11.7% | +11.9% |
| 7D | +8.2% | -5.0% | +13.2% | +8.8% |
| 30D | +17.1% | -23.9% | +41.0% | +20.0% |
| 3M | +45.2% | -11.6% | +56.8% | +45.7% |
| 6M | +286.8% | -0.2% | +287.0% | +277.2% |
| YTD | +354.8% | -3.3% | +358.1% | +337.4% |
| 1Y | +358.3% | -15.4% | +373.6% | +323.1% |
| All | +358.3% | -14.6% | +372.8% | +323.1% |
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