+40.9%
REGN vs JBLU
-15.1%
+56.0%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.0% | -1.0% | -2.8% |
| 7D | +10.3% | +14.4% | -4.2% | +9.0% |
| 30D | +22.2% | -13.4% | +35.6% | +24.3% |
| 3M | +17.6% | -45.1% | +62.7% | +25.8% |
| 6M | +28.9% | -27.9% | +56.8% | +32.6% |
| YTD | +17.4% | -23.3% | +40.7% | +21.1% |
| 1Y | +40.9% | -18.6% | +59.5% | +43.3% |
| All | +40.9% | -15.1% | +56.0% | +43.3% |
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