+295.5%
WMB vs JBLU
-72.4%
+367.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | -1.8% | -5.0% | +3.2% | -1.0% |
| 30D | -1.2% | -23.9% | +22.7% | +3.0% |
| 3M | +2.5% | -11.6% | +14.1% | +3.5% |
| 6M | -0.7% | -0.2% | -0.4% | -3.2% |
| YTD | +23.0% | -3.3% | +26.3% | +19.1% |
| 1Y | +26.7% | -15.4% | +42.1% | +25.0% |
| 3Y | +140.2% | -14.7% | +154.9% | +106.9% |
| 5Y | +271.1% | -70.0% | +341.1% | +301.2% |
| All | +295.5% | -72.4% | +367.9% | +277.1% |
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