+17.9%
SWKS vs JBLU
-14.9%
+32.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +0.2% | +9.6% | +9.8% |
| 7D | +17.5% | -4.8% | +22.3% | +18.3% |
| 30D | +23.0% | -24.4% | +47.4% | +27.5% |
| 3M | +19.5% | -4.8% | +24.3% | +20.5% |
| 6M | +54.3% | -0.5% | +54.8% | +51.8% |
| YTD | +35.3% | -3.5% | +38.8% | +33.2% |
| 1Y | +17.9% | -13.6% | +31.5% | +17.6% |
| All | +17.9% | -14.9% | +32.8% | +17.6% |
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