+195.6%
EQT vs JBLU
-70.3%
+265.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.6% |
| 7D | -1.2% | -4.8% | +3.6% | -0.8% |
| 30D | +1.1% | -24.4% | +25.5% | +3.4% |
| 3M | +4.8% | -4.8% | +9.6% | +4.4% |
| 6M | -10.6% | -0.5% | -10.1% | -12.2% |
| YTD | +3.4% | -3.5% | +7.0% | +1.3% |
| 1Y | +8.7% | -13.6% | +22.3% | +7.4% |
| 3Y | +35.0% | -15.3% | +50.2% | +20.9% |
| All | +195.6% | -70.3% | +265.9% | +212.6% |
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