+210,239.4%
MNST vs JBLU
-58.4%
+210,297.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.7% |
| 7D | -6.5% | -3.5% | -2.9% | -6.0% |
| 30D | -7.2% | -27.2% | +20.0% | -2.8% |
| 3M | -1.0% | -4.3% | +3.3% | -1.1% |
| 6M | +11.5% | -8.3% | +19.8% | +11.0% |
| YTD | +14.3% | +1.8% | +12.5% | +11.2% |
| 1Y | +38.1% | -9.0% | +47.2% | +36.1% |
| 3Y | +55.0% | -21.9% | +76.9% | +43.0% |
| 5Y | +79.6% | -69.0% | +148.6% | +89.2% |
| 10Y | +241.8% | -70.8% | +312.6% | +230.9% |
| All | +210,239.4% | -58.4% | +210,297.7% | +150,894.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling