-64.9%
DOCS vs JBLU
-11.7%
-53.2%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -2.4% | -4.9% | -7.2% |
| 7D | -7.3% | +1.1% | -8.4% | -7.4% |
| 30D | -10.9% | -25.5% | +14.7% | -9.7% |
| 3M | +20.3% | -5.0% | +25.3% | +21.2% |
| 6M | -3.6% | +0.7% | -4.3% | -3.8% |
| YTD | -44.9% | -0.7% | -44.2% | -46.6% |
| 1Y | -64.9% | -12.7% | -52.1% | -64.4% |
| All | -64.9% | -11.7% | -53.2% | -64.4% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling