+218.5%
PWR vs JBLU
-15.7%
+234.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.2% | +4.9% | +5.1% |
| 7D | +4.2% | -5.0% | +9.2% | +4.7% |
| 30D | -4.0% | -23.9% | +19.8% | -1.7% |
| 3M | -4.8% | -11.6% | +6.9% | -4.2% |
| 6M | +14.6% | -0.2% | +14.9% | +13.2% |
| YTD | +54.2% | -3.3% | +57.5% | +51.7% |
| 1Y | +67.1% | -15.4% | +82.5% | +66.2% |
| 3Y | +218.5% | -14.7% | +233.2% | +202.2% |
| All | +218.5% | -15.7% | +234.2% | +202.2% |
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