+18.9%
SWKS vs JBLU
-12.5%
+31.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +11.9% | -14.9% | -4.2% |
| 7D | -4.9% | +24.9% | -29.9% | -7.6% |
| 30D | -1.2% | -12.3% | +11.1% | +0.4% |
| 3M | +24.2% | -44.5% | +68.6% | +34.1% |
| 6M | +21.5% | -25.7% | +47.2% | +25.6% |
| YTD | +33.5% | -21.8% | +55.2% | +31.5% |
| 1Y | +18.9% | -12.7% | +31.7% | +7.3% |
| All | +18.9% | -12.5% | +31.4% | +7.3% |
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