+5,500.0%
MSTR vs JBLU
-58.4%
+5,558.4%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.4% | -1.8% | -1.5% |
| 7D | +12.2% | -3.5% | +15.7% | +13.2% |
| 30D | +45.2% | -27.2% | +72.4% | +58.0% |
| 3M | +10.4% | -4.3% | +14.7% | +9.5% |
| 6M | -2.5% | -8.3% | +5.8% | -3.2% |
| YTD | -6.0% | +1.8% | -7.8% | -11.0% |
| 1Y | -56.4% | -9.0% | -47.4% | -57.5% |
| 3Y | +306.3% | -21.9% | +328.2% | +271.1% |
| 5Y | +100.5% | -69.0% | +169.5% | +141.6% |
| 10Y | +741.1% | -70.8% | +811.9% | +831.7% |
| All | +5,500.0% | -58.4% | +5,558.4% | +4,297.0% |
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 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