-16.1%
TEAM vs JBLU
-15.9%
-0.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +1.0% |
| 7D | -7.8% | -4.8% | -3.0% | -7.1% |
| 30D | +16.5% | -24.4% | +41.0% | +21.1% |
| 3M | +96.2% | -4.8% | +100.9% | +96.1% |
| 6M | +130.2% | -0.5% | +130.6% | +125.9% |
| YTD | +10.7% | -3.5% | +14.3% | +8.0% |
| 1Y | +3.0% | -13.6% | +16.6% | +2.0% |
| All | -16.1% | -15.9% | -0.2% | -21.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling