+228.8%
MU vs JBLU
-14.2%
+243.0%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.3% | -1.2% | -2.2% |
| 7D | +12.8% | +2.5% | +10.3% | +12.2% |
| 30D | -14.9% | +24.9% | -39.8% | -19.3% |
| 3M | -18.0% | -35.2% | +17.1% | -9.0% |
| 6M | -3.1% | -20.0% | +16.9% | +1.2% |
| YTD | +172.9% | -17.4% | +190.3% | +164.3% |
| 1Y | +228.8% | -13.0% | +241.8% | +211.7% |
| All | +228.8% | -14.2% | +243.0% | +211.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling