+237.0%
HOOD vs JBLU
-70.7%
+307.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.4% | -1.5% | -3.1% |
| 7D | +13.4% | +1.1% | +12.2% | +12.9% |
| 30D | +25.8% | -25.5% | +51.3% | +38.5% |
| 3M | +38.0% | -5.0% | +43.0% | +37.7% |
| 6M | +52.2% | +0.7% | +51.5% | +47.9% |
| YTD | +3.7% | -0.7% | +4.4% | -1.1% |
| 1Y | +0.1% | -12.7% | +12.8% | -0.7% |
| 3Y | +992.6% | -12.7% | +1,005.3% | +758.2% |
| 5Y | +193.0% | -69.3% | +262.3% | +282.9% |
| All | +237.0% | -70.7% | +307.7% | +337.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling