+206.5%
WELL vs JBLU
-71.4%
+278.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | -2.2% | -4.8% | +2.5% | -2.0% |
| 30D | +4.7% | -24.4% | +29.1% | +6.5% |
| 3M | +11.9% | -4.8% | +16.7% | +11.7% |
| 6M | +14.3% | -0.5% | +14.7% | +13.3% |
| YTD | +28.4% | -3.5% | +31.9% | +26.9% |
| 1Y | +42.3% | -13.6% | +55.9% | +41.5% |
| 3Y | +202.6% | -15.3% | +217.8% | +181.2% |
| 5Y | +206.5% | -70.1% | +276.6% | +230.9% |
| All | +206.5% | -71.4% | +278.0% | +230.9% |
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