+69.4%
USAR vs JBLU
-45.4%
+114.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.1% | -0.3% | -3.2% |
| 7D | -4.4% | -5.6% | +1.2% | -4.1% |
| 30D | -10.4% | -22.3% | +11.9% | -9.0% |
| 3M | -18.4% | -11.0% | -7.4% | -17.8% |
| 6M | -8.8% | -3.1% | -5.7% | -8.9% |
| YTD | +43.4% | -3.7% | +47.1% | +42.7% |
| 1Y | +21.0% | -14.8% | +35.8% | +20.3% |
| 3Y | +67.7% | -15.4% | +83.2% | +68.5% |
| All | +69.4% | -45.4% | +114.8% | +70.7% |
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 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