+243.5%
PLD vs JBLU
-72.4%
+315.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +1.0% |
| 7D | -1.2% | -5.0% | +3.8% | -0.4% |
| 30D | -3.5% | -23.9% | +20.3% | +0.2% |
| 3M | -7.1% | -11.6% | +4.5% | -6.2% |
| 6M | +2.6% | -0.2% | +2.8% | +0.8% |
| YTD | +8.0% | -3.3% | +11.3% | +5.9% |
| 1Y | +22.1% | -15.4% | +37.4% | +21.6% |
| 3Y | +22.3% | -14.7% | +37.0% | +12.7% |
| 5Y | +17.3% | -70.0% | +87.4% | +22.9% |
| All | +243.5% | -72.4% | +315.9% | +237.5% |
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