+98.5%
FLEX vs JBLU
-14.6%
+113.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.1% | +1.4% |
| 7D | -0.9% | -3.5% | +2.6% | -0.1% |
| 30D | -10.1% | -27.2% | +17.1% | -3.2% |
| 3M | -31.3% | -4.3% | -27.0% | -31.7% |
| 6M | +71.3% | -8.3% | +79.6% | +68.1% |
| YTD | +81.2% | +1.8% | +79.5% | +70.6% |
| 1Y | +98.5% | -9.0% | +107.5% | +85.4% |
| All | +98.5% | -14.6% | +113.1% | +85.4% |
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 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