+88.6%
TGT vs JBLU
-12.5%
+101.1%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +11.9% | -6.3% | +4.4% |
| 7D | +9.5% | +24.9% | -15.4% | +7.0% |
| 30D | +6.6% | -12.3% | +18.9% | +8.0% |
| 3M | +11.0% | -44.5% | +55.4% | +17.7% |
| 6M | +29.9% | -25.7% | +55.5% | +33.5% |
| YTD | +71.4% | -21.8% | +93.2% | +70.8% |
| 1Y | +88.6% | -12.7% | +101.3% | +72.0% |
| All | +88.6% | -12.5% | +101.1% | +72.0% |
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 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