+282.7%
FLEX vs JBLU
-1.8%
+284.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.3% | -2.7% | -3.8% |
| 7D | +7.5% | +2.5% | +5.0% | +7.0% |
| 30D | -25.3% | +24.9% | -50.2% | -28.9% |
| 3M | -39.7% | -35.2% | -4.5% | -35.4% |
| 6M | -47.9% | -20.0% | -27.9% | -46.7% |
| YTD | +24.1% | -17.4% | +41.5% | +24.6% |
| 1Y | +26.0% | -13.0% | +38.9% | +25.4% |
| 3Y | +282.7% | -5.3% | +288.0% | +263.3% |
| All | +282.7% | -1.8% | +284.5% | +263.3% |
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