+2,981.5%
MUU vs JBLU
-14.6%
+2,996.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.4% | +11.2% | +11.4% |
| 7D | +17.4% | -3.5% | +20.9% | +19.2% |
| 30D | +24.0% | -27.2% | +51.2% | +42.3% |
| 3M | -23.9% | -4.3% | -19.6% | -23.9% |
| 6M | +284.4% | -8.3% | +292.7% | +282.5% |
| YTD | +583.7% | +1.8% | +582.0% | +526.7% |
| 1Y | +2,981.5% | -9.0% | +2,990.5% | +2,635.6% |
| All | +2,981.5% | -14.6% | +2,996.1% | +2,635.6% |
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 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