-39.4%
JBLU vs PLTD
-76.7%
+37.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.3% | -2.0% | +0.8% |
| 7D | -4.8% | +9.9% | -14.7% | -2.6% |
| 30D | -24.4% | +3.8% | -28.3% | -23.6% |
| 3M | -4.8% | -32.3% | +27.5% | -11.7% |
| 6M | -0.5% | -25.9% | +25.4% | -4.2% |
| YTD | -3.5% | -16.4% | +12.9% | -3.0% |
| 1Y | -13.6% | -25.2% | +11.6% | -15.7% |
| All | -39.4% | -76.7% | +37.3% | -52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 3y: compounded portfolio wealth divided by compounded PLTD 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…
3y analysis · Full analysis span regression · 6 months rolling