+57.7%
USAR vs JBLU
-15.9%
+73.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +0.2% | -6.2% | -6.0% |
| 7D | -9.3% | -4.8% | -4.6% | -9.0% |
| 30D | -15.2% | -24.4% | +9.3% | -13.7% |
| 3M | -21.1% | -4.8% | -16.3% | -20.8% |
| 6M | -21.6% | -0.5% | -21.1% | -21.7% |
| YTD | +34.8% | -3.5% | +38.3% | +34.1% |
| 1Y | +15.6% | -13.6% | +29.2% | +15.0% |
| All | +57.7% | -15.9% | +73.6% | +58.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling