+67.3%
MNST vs JBLU
-1.8%
+69.1%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.3% | +3.3% | +2.0% |
| 7D | +1.6% | +2.5% | -0.8% | +1.5% |
| 30D | +5.1% | +24.9% | -19.9% | +3.6% |
| 3M | -0.5% | -35.2% | +34.7% | +2.0% |
| 6M | +8.1% | -20.0% | +28.1% | +9.1% |
| YTD | +21.2% | -17.4% | +38.6% | +21.6% |
| 1Y | +30.7% | -13.0% | +43.7% | +30.8% |
| 3Y | +67.3% | -5.3% | +72.6% | +63.0% |
| All | +67.3% | -1.8% | +69.1% | +63.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling