+46.9%
GILD vs JBLU
-12.1%
+58.9%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +7.4% | -5.9% | +1.0% |
| 7D | -0.6% | +24.3% | -24.9% | -1.9% |
| 30D | +12.0% | +2.6% | +9.4% | +12.0% |
| 3M | +27.8% | -35.1% | +62.9% | +32.0% |
| 6M | +30.5% | -22.9% | +53.4% | +32.5% |
| YTD | +40.4% | -13.4% | +53.8% | +42.6% |
| All | +46.9% | -12.1% | +58.9% | +46.7% |
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