+161.5%
SLV vs JBLU
-71.4%
+232.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.2% | -5.5% | -5.3% |
| 7D | -5.0% | -4.8% | -0.3% | -4.7% |
| 30D | -1.8% | -24.4% | +22.6% | +0.1% |
| 3M | -0.3% | -4.8% | +4.5% | -0.4% |
| 6M | -28.2% | -0.5% | -27.8% | -28.6% |
| YTD | -10.7% | -3.5% | -7.2% | -11.2% |
| 1Y | +53.7% | -13.6% | +67.3% | +53.4% |
| 3Y | +173.7% | -15.3% | +188.9% | +165.5% |
| 5Y | +161.5% | -70.1% | +231.6% | +154.5% |
| All | +161.5% | -71.4% | +232.9% | +154.5% |
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 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