+228.4%
UNH vs JBLU
-72.4%
+300.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.6% | -2.4% |
| 7D | -4.5% | -5.0% | +0.4% | -4.1% |
| 30D | -6.5% | -23.9% | +17.3% | -4.3% |
| 3M | -6.0% | -11.6% | +5.7% | -5.3% |
| 6M | +33.7% | -0.2% | +33.9% | +32.2% |
| YTD | +16.4% | -3.3% | +19.7% | +15.1% |
| 1Y | +10.1% | -15.4% | +25.5% | +9.9% |
| 3Y | -16.3% | -14.7% | -1.6% | -22.0% |
| 5Y | +2.1% | -70.0% | +72.1% | +8.2% |
| All | +228.4% | -72.4% | +300.8% | +220.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling