+1,029.4%
MDB vs JBLU
-77.8%
+1,107.3%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.3% | -3.2% |
| 7D | -1.8% | -5.0% | +3.2% | -0.9% |
| 30D | -17.3% | -23.9% | +6.6% | -13.4% |
| 3M | +2.2% | -11.6% | +13.8% | +3.5% |
| 6M | +33.9% | -0.2% | +34.1% | +30.1% |
| YTD | -13.7% | -3.3% | -10.4% | -16.4% |
| 1Y | +9.1% | -15.4% | +24.5% | +7.9% |
| 3Y | -8.1% | -14.7% | +6.6% | -18.5% |
| 5Y | -25.9% | -70.0% | +44.1% | -21.2% |
| All | +1,029.4% | -77.8% | +1,107.3% | +1,170.5% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling