+349.8%
WELL vs JBLU
-72.4%
+422.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.3% | -0.1% |
| 7D | -0.2% | -5.0% | +4.7% | +0.6% |
| 30D | +2.3% | -23.9% | +26.2% | +7.0% |
| 3M | +12.3% | -11.6% | +23.9% | +13.4% |
| 6M | +15.6% | -0.2% | +15.8% | +12.7% |
| YTD | +28.3% | -3.3% | +31.6% | +24.4% |
| 1Y | +41.9% | -15.4% | +57.3% | +40.3% |
| 3Y | +198.3% | -14.7% | +213.1% | +152.8% |
| 5Y | +206.4% | -70.0% | +276.4% | +235.1% |
| All | +349.8% | -72.4% | +422.2% | +349.0% |
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