-19.9%
ISRG vs JBLU
-14.9%
-5.0%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.8% | +2.0% |
| 7D | -2.5% | -4.8% | +2.2% | -1.8% |
| 30D | -10.2% | -24.4% | +14.3% | -6.2% |
| 3M | -12.5% | -4.8% | -7.7% | -11.7% |
| 6M | -25.8% | -0.5% | -25.4% | -26.0% |
| YTD | -36.4% | -3.5% | -32.8% | -37.0% |
| 1Y | -19.9% | -13.6% | -6.3% | -18.1% |
| All | -19.9% | -14.9% | -5.0% | -18.1% |
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 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