+2,396.1%
MUU vs JBLU
-35.8%
+2,431.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.2% |
| 7D | -8.2% | -5.0% | -3.3% | -5.8% |
| 30D | +10.2% | -23.9% | +34.0% | +26.5% |
| 3M | -26.5% | -11.6% | -14.9% | -24.0% |
| 6M | +227.2% | -0.2% | +227.4% | +209.2% |
| YTD | +527.4% | -3.3% | +530.7% | +485.2% |
| 1Y | +1,843.7% | -15.4% | +1,859.1% | +1,828.3% |
| All | +2,396.1% | -35.8% | +2,431.8% | +2,467.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling