+54.5%
USAR vs JBLU
-45.1%
+99.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.2% | -3.2% | -3.0% |
| 7D | -11.6% | -5.0% | -6.7% | -11.3% |
| 30D | -15.5% | -23.9% | +8.4% | -14.0% |
| 3M | -31.0% | -11.6% | -19.4% | -30.5% |
| 6M | -26.2% | -0.2% | -26.0% | -26.4% |
| YTD | +30.8% | -3.3% | +34.1% | +30.1% |
| 1Y | +7.1% | -15.4% | +22.5% | +6.5% |
| 3Y | +53.0% | -14.7% | +67.7% | +53.6% |
| All | +54.5% | -45.1% | +99.7% | +55.7% |
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