+2,539.3%
UNH vs JBLU
-60.5%
+2,599.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.2% |
| 7D | -3.2% | -4.8% | +1.6% | -2.5% |
| 30D | -3.5% | -24.4% | +21.0% | +0.5% |
| 3M | -4.2% | -4.8% | +0.6% | -4.2% |
| 6M | +38.3% | -0.5% | +38.8% | +35.8% |
| YTD | +19.2% | -3.5% | +22.7% | +17.0% |
| 1Y | +15.0% | -13.6% | +28.5% | +14.2% |
| 3Y | -14.5% | -15.3% | +0.7% | -23.0% |
| 5Y | +4.6% | -70.1% | +74.7% | +9.1% |
| 10Y | +241.1% | -72.9% | +314.1% | +229.7% |
| All | +2,539.3% | -60.5% | +2,599.8% | +1,697.4% |
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 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