+7.0%
SHW vs JBLU
-12.5%
+19.5%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +11.9% | -5.3% | +4.2% |
| 7D | +13.3% | +24.9% | -11.6% | +8.3% |
| 30D | +14.1% | -12.3% | +26.5% | +17.7% |
| 3M | +0.8% | -44.5% | +45.2% | +15.8% |
| 6M | +17.6% | -25.7% | +43.3% | +25.9% |
| YTD | +13.0% | -21.8% | +34.7% | +18.1% |
| 1Y | +7.0% | -12.7% | +19.7% | +8.6% |
| All | +7.0% | -12.5% | +19.5% | +8.6% |
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