+1.2%
PLD vs JBLU
-74.1%
+75.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.1% |
| 7D | -1.0% | +12.9% | -13.9% | -2.7% |
| 30D | -1.8% | +11.0% | -12.9% | -4.0% |
| 3M | -6.0% | -30.8% | +24.8% | -1.7% |
| 6M | -8.4% | -19.0% | +10.6% | -7.2% |
| YTD | +4.2% | -11.6% | +15.9% | +2.6% |
| 1Y | +6.2% | -7.4% | +13.6% | +3.6% |
| 3Y | +37.0% | +3.9% | +33.1% | +16.9% |
| 5Y | +1.2% | -73.9% | +75.1% | +7.0% |
| All | +1.2% | -74.1% | +75.3% | +7.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling