-73.8%
JBLU vs IBB
+125.5%
-199.3%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.1% |
| 7D | -5.0% | -4.2% | -0.7% | -2.1% |
| 30D | -23.9% | +1.1% | -25.0% | -24.8% |
| 3M | -11.6% | +19.0% | -30.7% | -22.3% |
| 6M | -0.2% | +18.9% | -19.1% | -11.3% |
| YTD | -3.3% | +20.3% | -23.6% | -14.8% |
| 1Y | -15.4% | +41.5% | -56.9% | -33.1% |
| 3Y | -14.7% | +60.3% | -75.0% | -37.0% |
| 5Y | -70.0% | +18.7% | -88.7% | -74.9% |
| All | -73.8% | +125.5% | -199.3% | -84.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling