-29.6%
SMCI vs JBLU
-13.4%
-16.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +11.9% | -17.7% | -10.0% |
| 7D | -17.3% | +24.9% | -42.3% | -25.0% |
| 30D | -31.5% | -12.3% | -19.2% | -28.4% |
| 3M | -6.6% | -44.5% | +37.9% | +16.4% |
| 6M | +6.0% | -25.7% | +31.7% | +15.5% |
| YTD | +1.1% | -21.8% | +22.9% | -2.3% |
| All | -29.6% | -13.4% | -16.2% | -34.2% |
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 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