+2.0%
IBKR vs JBLU
-15.1%
+17.1%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -2.0% | -4.6% | -6.2% |
| 7D | -11.1% | +14.4% | -25.5% | -13.8% |
| 30D | -19.7% | -13.4% | -6.3% | -17.2% |
| 3M | -18.0% | -45.1% | +27.2% | -6.1% |
| 6M | -13.2% | -27.9% | +14.7% | -8.6% |
| YTD | +13.4% | -23.3% | +36.7% | +10.6% |
| 1Y | +2.0% | -18.6% | +20.6% | -6.0% |
| All | +2.0% | -15.1% | +17.1% | -6.0% |
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