+285.0%
WMB vs JBLU
-70.1%
+355.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.1% | +2.2% | -0.7% |
| 7D | 0.0% | -5.6% | +5.6% | +0.3% |
| 30D | +4.6% | -22.3% | +26.9% | +6.0% |
| 3M | +5.7% | -11.0% | +16.7% | +6.0% |
| 6M | +4.2% | -3.1% | +7.3% | +3.4% |
| YTD | +26.8% | -3.7% | +30.6% | +25.3% |
| 1Y | +34.7% | -14.8% | +49.5% | +33.9% |
| 3Y | +146.8% | -15.4% | +162.2% | +132.8% |
| 5Y | +285.0% | -71.4% | +356.4% | +299.2% |
| All | +285.0% | -70.1% | +355.2% | +299.2% |
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 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