-15.4%
JBLU vs WST
+35.4%
-50.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.3% | 0.0% |
| 7D | -5.0% | +1.8% | -6.8% | -5.6% |
| 30D | -23.9% | -1.7% | -22.2% | -23.4% |
| 3M | -11.6% | +4.9% | -16.5% | -13.8% |
| 6M | -0.2% | +45.5% | -45.8% | -12.5% |
| YTD | -3.3% | +26.1% | -29.4% | -16.3% |
| 1Y | -15.4% | +31.7% | -47.1% | -27.3% |
| All | -15.4% | +35.4% | -50.7% | -27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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