+107.1%
MSTR vs JBLU
-70.1%
+177.3%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.1% | +0.3% | -1.5% |
| 7D | +7.7% | -5.6% | +13.3% | +10.4% |
| 30D | +36.3% | -22.3% | +58.7% | +50.7% |
| 3M | +13.4% | -11.0% | +24.4% | +15.1% |
| 6M | -4.5% | -3.1% | -1.4% | -8.9% |
| YTD | -12.7% | -3.7% | -8.9% | -19.4% |
| 1Y | -59.6% | -14.8% | -44.8% | -60.7% |
| 3Y | +272.5% | -15.4% | +287.9% | +157.6% |
| 5Y | +107.1% | -71.4% | +178.5% | +252.8% |
| All | +107.1% | -70.1% | +177.3% | +252.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling