+50.7%
MSTR vs JBLU
-73.9%
+124.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.6% | +0.9% |
| 7D | -14.2% | +12.9% | -27.1% | -18.6% |
| 30D | -19.9% | +11.0% | -30.9% | -24.6% |
| 3M | +27.3% | -30.8% | +58.1% | +45.2% |
| 6M | -37.6% | -19.0% | -18.6% | -35.4% |
| YTD | -19.5% | -11.6% | -7.8% | -24.3% |
| 1Y | -47.1% | -7.4% | -39.7% | -51.5% |
| 3Y | +140.3% | +3.9% | +136.4% | +34.3% |
| All | +50.7% | -73.9% | +124.6% | +163.1% |
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