+217.8%
INTU vs JBLU
-72.4%
+290.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.2% | +2.6% | +2.8% |
| 7D | -3.3% | -5.0% | +1.6% | -2.6% |
| 30D | -3.9% | -23.9% | +19.9% | +0.2% |
| 3M | +16.6% | -11.6% | +28.3% | +18.0% |
| 6M | -26.4% | -0.2% | -26.2% | -28.3% |
| YTD | -51.0% | -3.3% | -47.7% | -52.6% |
| 1Y | -50.8% | -15.4% | -35.4% | -51.4% |
| 3Y | -40.1% | -14.7% | -25.3% | -47.2% |
| 5Y | -41.2% | -70.0% | +28.8% | -36.6% |
| All | +217.8% | -72.4% | +290.2% | +207.4% |
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