-70.7%
JBLU vs UTHR
+135.8%
-206.5%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.6% | +0.5% |
| 7D | -5.0% | +1.9% | -6.9% | -5.3% |
| 30D | -23.9% | -2.9% | -21.0% | -23.6% |
| 3M | -11.6% | -8.9% | -2.8% | -10.4% |
| 6M | -0.2% | -8.7% | +8.5% | +1.1% |
| YTD | -3.3% | +2.0% | -5.3% | -4.5% |
| 1Y | -15.4% | +22.8% | -38.2% | -19.9% |
| 3Y | -14.7% | +120.6% | -135.4% | -31.0% |
| All | -70.7% | +135.8% | -206.5% | -78.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR 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 5y: compounded portfolio wealth divided by compounded UTHR 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…
5y analysis · Full analysis span regression · 6 months rolling