+40.0%
PATH vs JBLU
-14.6%
+54.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +0.4% | -17.1% | -16.7% |
| 7D | -16.3% | -3.5% | -12.8% | -16.0% |
| 30D | +9.9% | -27.2% | +37.1% | +13.9% |
| 3M | +30.2% | -4.3% | +34.5% | +30.7% |
| 6M | +37.2% | -8.3% | +45.5% | +37.4% |
| YTD | -7.3% | +1.8% | -9.1% | -11.3% |
| 1Y | +40.0% | -9.0% | +49.0% | +40.7% |
| All | +40.0% | -14.6% | +54.6% | +40.7% |
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