+79.4%
IVV vs JBLU
+5.0%
+74.4%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.8% | +1.2% |
| 7D | -0.9% | +12.9% | -13.8% | -1.9% |
| 30D | -2.3% | +11.0% | -13.4% | -3.5% |
| 3M | -1.2% | -30.8% | +29.7% | +1.5% |
| 6M | +3.3% | -19.0% | +22.3% | +4.2% |
| YTD | +12.3% | -11.6% | +24.0% | +11.6% |
| 1Y | +12.5% | -7.4% | +19.9% | +11.3% |
| All | +79.4% | +5.0% | +74.4% | +71.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling