-62.0%
FISV vs JBLU
-14.6%
-47.4%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.2% | +5.2% | +5.4% |
| 7D | -2.7% | -5.0% | +2.3% | -2.1% |
| 30D | 0.0% | -23.9% | +23.9% | +3.2% |
| 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% | -26.1% |
| 1Y | -62.0% | -15.4% | -46.6% | -63.0% |
| All | -62.0% | -14.6% | -47.4% | -63.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling