+1,851.3%
INTU vs JBLU
-66.2%
+1,917.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.8% | +0.7% |
| 7D | +0.1% | +2.5% | -2.4% | -0.4% |
| 30D | +10.1% | +24.9% | -14.8% | +5.0% |
| 3M | -4.2% | -35.2% | +31.0% | +1.6% |
| 6M | -7.2% | -20.0% | +12.8% | -6.4% |
| YTD | -47.7% | -17.4% | -30.3% | -48.6% |
| 1Y | -46.7% | -13.0% | -33.7% | -48.2% |
| 3Y | -34.1% | -5.3% | -28.8% | -42.8% |
| 5Y | -43.3% | -75.2% | +31.9% | -38.0% |
| 10Y | +232.6% | -80.5% | +313.1% | +245.5% |
| All | +1,851.3% | -66.2% | +1,917.5% | +1,431.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling