-73.8%
JBLU vs FIVN
+118.5%
-192.3%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.1% | 0.0% |
| 7D | -5.0% | -7.8% | +2.9% | -3.6% |
| 30D | -23.9% | -1.7% | -22.1% | -23.8% |
| 3M | -11.6% | +47.2% | -58.8% | -18.4% |
| 6M | -0.2% | +82.7% | -82.9% | -13.1% |
| YTD | -3.3% | +52.9% | -56.2% | -13.5% |
| 1Y | -15.4% | +17.5% | -32.9% | -20.6% |
| 3Y | -14.7% | -55.8% | +41.1% | -9.7% |
| 5Y | -70.0% | -82.3% | +12.3% | -67.3% |
| All | -73.8% | +118.5% | -192.3% | -79.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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