+72.6%
TEL vs JBLU
-15.7%
+88.3%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.2% | +3.4% | +3.6% |
| 7D | +1.6% | -5.0% | +6.6% | +2.3% |
| 30D | -0.7% | -23.9% | +23.2% | +3.0% |
| 3M | +2.4% | -11.6% | +14.1% | +3.7% |
| 6M | +4.1% | -0.2% | +4.4% | +3.4% |
| YTD | -5.8% | -3.3% | -2.5% | -6.7% |
| 1Y | +0.9% | -15.4% | +16.3% | +1.2% |
| 3Y | +72.6% | -14.7% | +87.3% | +69.0% |
| All | +72.6% | -15.7% | +88.3% | +69.0% |
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 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