+1.7%
TEAM vs JBLU
-14.6%
+16.3%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.2% | +0.1% |
| 7D | -5.2% | -5.0% | -0.2% | -4.8% |
| 30D | +15.8% | -23.9% | +39.6% | +18.3% |
| 3M | +101.5% | -11.6% | +113.1% | +102.3% |
| 6M | +138.2% | -0.2% | +138.4% | +135.5% |
| YTD | +10.8% | -3.3% | +14.1% | +7.3% |
| 1Y | +1.7% | -15.4% | +17.1% | +1.4% |
| All | +1.7% | -14.6% | +16.3% | +1.4% |
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 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