+724.9%
DELL vs JBLU
-15.7%
+740.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.2% | +11.7% | +12.0% |
| 7D | +8.2% | -5.0% | +13.2% | +8.8% |
| 30D | +17.1% | -23.9% | +41.0% | +20.2% |
| 3M | +45.2% | -11.6% | +56.8% | +46.1% |
| 6M | +286.8% | -0.2% | +287.0% | +281.8% |
| YTD | +354.8% | -3.3% | +358.1% | +347.8% |
| 1Y | +358.3% | -15.4% | +373.6% | +355.7% |
| 3Y | +724.9% | -14.7% | +739.6% | +744.8% |
| All | +724.9% | -15.7% | +740.6% | +744.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling