+191.4%
PDD vs JBLU
-74.3%
+265.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.3% | -0.1% |
| 7D | -5.4% | -5.0% | -0.4% | -4.6% |
| 30D | -12.6% | -23.9% | +11.3% | -9.0% |
| 3M | -4.3% | -11.6% | +7.4% | -3.2% |
| 6M | -24.4% | -0.2% | -24.2% | -25.8% |
| YTD | -31.4% | -3.3% | -28.1% | -32.8% |
| 1Y | -38.1% | -15.4% | -22.7% | -38.3% |
| 3Y | -20.1% | -14.7% | -5.4% | -28.3% |
| 5Y | -25.0% | -70.0% | +45.0% | -19.0% |
| All | +191.4% | -74.3% | +265.7% | +253.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling