+2.0%
FISV vs JBLU
-72.4%
+74.4%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.2% | +5.2% | +5.4% |
| 7D | -2.7% | -5.0% | +2.3% | -1.9% |
| 30D | 0.0% | -23.9% | +23.9% | +4.4% |
| 3M | -2.8% | -11.6% | +8.9% | -1.5% |
| 6M | -11.8% | -0.2% | -11.6% | -13.4% |
| YTD | -23.2% | -3.3% | -19.9% | -24.8% |
| 1Y | -62.0% | -15.4% | -46.6% | -62.1% |
| 3Y | -57.6% | -14.7% | -42.9% | -62.0% |
| 5Y | -53.4% | -70.0% | +16.6% | -49.4% |
| All | +2.0% | -72.4% | +74.4% | +1.1% |
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