+417.4%
WDC vs JBLU
-14.6%
+432.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.4% | +5.4% | +5.8% |
| 7D | +1.7% | -3.5% | +5.3% | +2.5% |
| 30D | -10.0% | -27.2% | +17.2% | -3.9% |
| 3M | -18.8% | -4.3% | -14.4% | -19.7% |
| 6M | +79.0% | -8.3% | +87.3% | +75.2% |
| YTD | +171.6% | +1.8% | +169.8% | +163.7% |
| 1Y | +417.4% | -9.0% | +426.4% | +387.2% |
| All | +417.4% | -14.6% | +432.0% | +387.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling