+69.6%
V vs JBLU
-71.4%
+141.0%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.3% | -0.1% |
| 7D | -3.0% | -4.8% | +1.7% | -2.5% |
| 30D | +1.2% | -24.4% | +25.7% | +4.5% |
| 3M | +13.9% | -4.8% | +18.7% | +13.9% |
| 6M | +17.2% | -0.5% | +17.7% | +15.6% |
| YTD | +5.3% | -3.5% | +8.8% | +3.7% |
| 1Y | +9.5% | -13.6% | +23.1% | +8.8% |
| 3Y | +51.9% | -15.3% | +67.2% | +37.2% |
| 5Y | +69.6% | -70.1% | +139.7% | +98.8% |
| All | +69.6% | -71.4% | +141.0% | +98.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling