+44.6%
SMCI vs JBLU
-15.7%
+60.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.2% | +7.0% | +7.2% |
| 7D | +1.3% | -5.0% | +6.3% | +2.3% |
| 30D | +6.6% | -23.9% | +30.5% | +12.6% |
| 3M | +25.4% | -11.6% | +37.1% | +27.5% |
| 6M | +26.1% | -0.2% | +26.4% | +25.3% |
| YTD | +37.0% | -3.3% | +40.3% | +36.3% |
| 1Y | -8.8% | -15.4% | +6.6% | -7.8% |
| 3Y | +44.6% | -14.7% | +59.3% | +47.1% |
| All | +44.6% | -15.7% | +60.3% | +47.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling