+198.5%
WELL vs JBLU
-15.9%
+214.4%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | -2.2% | -4.8% | +2.5% | -2.1% |
| 30D | +4.7% | -24.4% | +29.1% | +5.4% |
| 3M | +11.9% | -4.8% | +16.7% | +11.8% |
| 6M | +14.3% | -0.5% | +14.7% | +13.9% |
| YTD | +28.4% | -3.5% | +31.9% | +27.8% |
| 1Y | +42.3% | -13.6% | +55.9% | +41.9% |
| All | +198.5% | -15.9% | +214.4% | +198.5% |
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