-73.8%
JBLU vs ACWI
+230.9%
-304.7%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.1% | +1.5% |
| 7D | -4.8% | -1.9% | -2.8% | -1.9% |
| 30D | -24.4% | -1.3% | -23.1% | -22.8% |
| 3M | -4.8% | +5.0% | -9.8% | -10.9% |
| 6M | -0.5% | +11.7% | -12.2% | -14.0% |
| YTD | -3.5% | +13.0% | -16.5% | -17.8% |
| 1Y | -13.6% | +19.2% | -32.8% | -32.0% |
| 3Y | -15.3% | +75.0% | -90.3% | -59.6% |
| 5Y | -70.1% | +67.1% | -137.2% | -84.4% |
| All | -73.8% | +230.9% | -304.7% | -94.4% |
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