-14.7%
JBLU vs ENPH
-70.3%
+55.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.5% |
| 7D | -5.0% | -0.1% | -4.9% | -5.0% |
| 30D | -23.9% | -10.8% | -13.0% | -22.3% |
| 3M | -11.6% | -33.8% | +22.2% | -5.3% |
| 6M | -0.2% | -16.1% | +15.9% | +0.3% |
| YTD | -3.3% | +13.4% | -16.7% | -9.3% |
| 1Y | -15.4% | -2.6% | -12.8% | -19.0% |
| 3Y | -14.7% | -70.3% | +55.5% | -14.7% |
| All | -14.7% | -70.3% | +55.5% | -14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ENPH.
Daily Out/Under-Performance
Portfolio return minus ENPH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENPH 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 ENPH 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