+668.7%
TEL vs JBLU
-57.4%
+726.1%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.3% | -0.1% |
| 7D | -2.3% | -4.8% | +2.5% | -1.1% |
| 30D | -6.1% | -24.4% | +18.4% | +0.7% |
| 3M | +1.7% | -4.8% | +6.5% | +1.9% |
| 6M | +1.6% | -0.5% | +2.1% | -0.6% |
| YTD | -9.1% | -3.5% | -5.6% | -11.7% |
| 1Y | -1.7% | -13.6% | +11.9% | -2.4% |
| 3Y | +67.3% | -15.3% | +82.6% | +43.2% |
| 5Y | +52.1% | -70.1% | +122.2% | +70.1% |
| 10Y | +299.3% | -72.9% | +372.3% | +306.8% |
| All | +668.7% | -57.4% | +726.1% | +383.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling