-41.7%
JBLU vs PLTU
+129.7%
-171.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.4% | +4.6% | +0.7% |
| 7D | -4.8% | -17.7% | +13.0% | -2.7% |
| 30D | -24.4% | -12.5% | -11.9% | -23.7% |
| 3M | -4.8% | +39.5% | -44.3% | -11.8% |
| 6M | -0.5% | -7.0% | +6.5% | -4.4% |
| YTD | -3.5% | -38.1% | +34.5% | -3.3% |
| 1Y | -13.6% | -36.0% | +22.4% | -16.4% |
| All | -41.7% | +129.7% | -171.4% | -55.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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