+44.7%
IBKR vs JBLU
-14.6%
+59.3%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.5% |
| 7D | -3.3% | -3.5% | +0.3% | -2.5% |
| 30D | +4.5% | -27.2% | +31.7% | +12.1% |
| 3M | +6.5% | -4.3% | +10.8% | +5.9% |
| 6M | +34.2% | -8.3% | +42.5% | +32.0% |
| YTD | +44.5% | +1.8% | +42.7% | +36.8% |
| 1Y | +44.7% | -9.0% | +53.7% | +39.8% |
| All | +44.7% | -14.6% | +59.3% | +39.8% |
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