-12.7%
JBLU vs IBB
+42.2%
-55.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +2.6% | +9.3% | +9.3% |
| 7D | +24.9% | +2.2% | +22.7% | +22.2% |
| 30D | -12.3% | +6.3% | -18.6% | -17.2% |
| 3M | -44.5% | +16.3% | -60.8% | -53.1% |
| 6M | -25.7% | +30.0% | -55.7% | -45.8% |
| YTD | -21.8% | +31.1% | -52.9% | -43.6% |
| 1Y | -12.7% | +42.0% | -54.7% | -40.4% |
| All | -12.7% | +42.2% | -55.0% | -40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 1y: compounded portfolio wealth divided by compounded IBB 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…
1y analysis · Full analysis span regression · 6 months rolling