-80.9%
JBLU vs ACWI
+224.5%
-305.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -0.9% |
| 7D | +2.5% | +2.4% | 0.0% | -1.1% |
| 30D | +24.9% | -1.7% | +26.6% | +28.9% |
| 3M | -35.2% | -3.9% | -31.2% | -30.4% |
| 6M | -20.0% | +0.8% | -20.8% | -19.5% |
| YTD | -17.4% | +11.0% | -28.4% | -27.1% |
| 1Y | -13.0% | +13.1% | -26.1% | -25.3% |
| 3Y | -5.3% | +73.9% | -79.2% | -54.2% |
| 5Y | -75.2% | +59.0% | -134.2% | -86.0% |
| All | -80.9% | +224.5% | -305.4% | -96.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling