+159.7%
GILD vs JBLU
-72.4%
+232.1%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.8% |
| 7D | -4.8% | -5.0% | +0.1% | -4.6% |
| 30D | +5.8% | -23.9% | +29.7% | +7.2% |
| 3M | +14.9% | -11.6% | +26.6% | +15.4% |
| 6M | -0.4% | -0.2% | -0.1% | -0.8% |
| YTD | +18.5% | -3.3% | +21.8% | +17.9% |
| 1Y | +25.1% | -15.4% | +40.5% | +25.1% |
| 3Y | +105.9% | -14.7% | +120.6% | +101.0% |
| 5Y | +143.0% | -70.0% | +213.0% | +145.0% |
| All | +159.7% | -72.4% | +232.1% | +168.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling