+251.2%
MNST vs JBLU
-72.4%
+323.6%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.7% |
| 7D | -1.0% | -5.0% | +4.0% | -0.4% |
| 30D | -5.6% | -23.9% | +18.3% | -2.8% |
| 3M | -5.7% | -11.6% | +6.0% | -4.9% |
| 6M | +12.0% | -0.2% | +12.2% | +10.6% |
| YTD | +13.2% | -3.3% | +16.5% | +11.7% |
| 1Y | +36.1% | -15.4% | +51.4% | +35.9% |
| 3Y | +52.9% | -14.7% | +67.6% | +42.1% |
| 5Y | +81.0% | -70.0% | +151.0% | +90.7% |
| All | +251.2% | -72.4% | +323.6% | +268.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling