-10.5%
ISRG vs JBLU
-12.5%
+2.0%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +11.9% | -2.6% | +7.7% |
| 7D | +8.5% | +24.9% | -16.4% | +5.5% |
| 30D | +18.6% | -12.3% | +30.9% | +21.0% |
| 3M | +30.9% | -44.5% | +75.4% | +43.2% |
| 6M | +6.6% | -25.7% | +32.3% | +11.4% |
| YTD | -14.9% | -21.8% | +6.9% | -13.7% |
| 1Y | -10.5% | -12.7% | +2.2% | -13.3% |
| All | -10.5% | -12.5% | +2.0% | -13.3% |
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 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