-2.7%
SMCI vs JBLU
-14.6%
+11.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.4% | +4.1% | +4.4% |
| 7D | +6.8% | -3.5% | +10.3% | +8.0% |
| 30D | +30.6% | -27.2% | +57.8% | +44.6% |
| 3M | -15.6% | -4.3% | -11.2% | -15.7% |
| 6M | +21.3% | -8.3% | +29.6% | +18.1% |
| YTD | +35.3% | +1.8% | +33.5% | +29.3% |
| 1Y | -2.7% | -9.0% | +6.3% | -11.7% |
| All | -2.7% | -14.6% | +11.8% | -11.7% |
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