+85.2%
F vs JBLU
-72.5%
+157.7%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.2% | +3.0% | +3.1% |
| 7D | -3.7% | -4.8% | +1.1% | -2.1% |
| 30D | -0.7% | -24.4% | +23.7% | +8.2% |
| 3M | -1.9% | -4.8% | +2.9% | -2.2% |
| 6M | +16.1% | -0.5% | +16.5% | +12.4% |
| YTD | +9.5% | -3.5% | +13.0% | +5.2% |
| 1Y | +27.2% | -13.6% | +40.8% | +25.6% |
| 3Y | +36.3% | -15.3% | +51.5% | +8.7% |
| 5Y | +49.3% | -70.1% | +119.4% | +78.4% |
| All | +85.2% | -72.5% | +157.7% | +96.5% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling