+96.2%
SMH vs JBLU
-14.6%
+110.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.4% | +2.2% | +2.5% |
| 7D | +2.5% | -3.5% | +6.1% | +3.1% |
| 30D | -0.5% | -27.2% | +26.7% | +4.9% |
| 3M | -9.6% | -4.3% | -5.3% | -9.7% |
| 6M | +42.1% | -8.3% | +50.4% | +40.1% |
| YTD | +57.4% | +1.8% | +55.7% | +51.3% |
| 1Y | +96.2% | -9.0% | +105.3% | +88.0% |
| All | +96.2% | -14.6% | +110.8% | +88.0% |
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