+175.3%
HOOD vs JBLU
-71.4%
+246.7%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.8% |
| 7D | -9.1% | -4.8% | -4.4% | -7.6% |
| 30D | +20.1% | -24.4% | +44.5% | +32.1% |
| 3M | +31.2% | -4.8% | +36.0% | +31.0% |
| 6M | +44.3% | -0.5% | +44.8% | +40.6% |
| YTD | +0.2% | -3.5% | +3.7% | -3.7% |
| 1Y | -3.5% | -13.6% | +10.1% | -4.0% |
| 3Y | +955.2% | -15.3% | +970.5% | +723.2% |
| 5Y | +175.3% | -70.1% | +245.4% | +278.1% |
| All | +175.3% | -71.4% | +246.7% | +278.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling