-12.7%
JBLU vs ACWI
+14.9%
-27.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +1.7% | +10.3% | +8.1% |
| 7D | +24.9% | -0.5% | +25.4% | +26.6% |
| 30D | -12.3% | -1.6% | -10.7% | -8.2% |
| 3M | -44.5% | -1.3% | -43.1% | -42.1% |
| 6M | -25.7% | +5.8% | -31.5% | -33.0% |
| YTD | -21.8% | +12.7% | -34.5% | -38.4% |
| 1Y | -12.7% | +15.0% | -27.8% | -33.1% |
| All | -12.7% | +14.9% | -27.6% | -33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 1y: compounded portfolio wealth divided by compounded ACWI 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…
1y analysis · Full analysis span regression · 6 months rolling