+357.7%
IGV vs JBLU
-72.4%
+430.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.3% |
| 7D | -2.9% | -5.0% | +2.1% | -2.2% |
| 30D | -1.5% | -23.9% | +22.4% | +2.3% |
| 3M | +11.7% | -11.6% | +23.3% | +13.0% |
| 6M | +18.4% | -0.2% | +18.7% | +16.4% |
| YTD | -3.9% | -3.3% | -0.6% | -6.0% |
| 1Y | -9.7% | -15.4% | +5.7% | -10.1% |
| 3Y | +38.4% | -14.7% | +53.2% | +26.1% |
| 5Y | +21.6% | -70.0% | +91.6% | +28.7% |
| All | +357.7% | -72.4% | +430.1% | +375.6% |
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