-15.1%
JBLU vs ACWI
+75.1%
-90.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -1.9% |
| 7D | -5.6% | 0.0% | -5.6% | -5.6% |
| 30D | -22.3% | -0.6% | -21.8% | -21.3% |
| 3M | -11.0% | +4.3% | -15.2% | -17.1% |
| 6M | -3.1% | +12.7% | -15.8% | -21.5% |
| YTD | -3.7% | +13.9% | -17.7% | -23.5% |
| 1Y | -14.8% | +20.5% | -35.3% | -39.0% |
| All | -15.1% | +75.1% | -90.3% | -67.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling