-43.2%
INTU vs JBLU
-75.4%
+32.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.8% | +0.6% |
| 7D | +0.1% | +2.5% | -2.4% | -0.3% |
| 30D | +10.1% | +24.9% | -14.8% | +6.0% |
| 3M | -4.2% | -35.2% | +31.0% | +1.3% |
| 6M | -7.2% | -20.0% | +12.8% | -6.3% |
| YTD | -47.7% | -17.4% | -30.3% | -48.7% |
| 1Y | -46.7% | -13.0% | -33.7% | -48.3% |
| 3Y | -34.1% | -5.3% | -28.8% | -48.6% |
| All | -43.2% | -75.4% | +32.2% | -29.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling