+4,477.6%
SMCI vs JBLU
-62.8%
+4,540.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.2% | +7.0% | +7.2% |
| 7D | +1.3% | -5.0% | +6.3% | +2.7% |
| 30D | +6.6% | -23.9% | +30.5% | +14.9% |
| 3M | +25.4% | -11.6% | +37.1% | +28.2% |
| 6M | +26.1% | -0.2% | +26.4% | +24.6% |
| YTD | +37.0% | -3.3% | +40.3% | +35.3% |
| 1Y | -8.8% | -15.4% | +6.6% | -7.4% |
| 3Y | +44.6% | -14.7% | +59.3% | +26.8% |
| 5Y | +995.9% | -70.0% | +1,066.0% | +1,160.5% |
| 10Y | +1,801.4% | -72.9% | +1,874.2% | +1,880.2% |
| All | +4,477.6% | -62.8% | +4,540.5% | +3,031.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling