-66.1%
JBLU vs IBB
+811.9%
-878.0%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.2% | -0.2% | -0.9% |
| 7D | +1.1% | -1.7% | +2.8% | +2.3% |
| 30D | -25.5% | +4.9% | -30.4% | -28.4% |
| 3M | -5.0% | +24.2% | -29.3% | -18.9% |
| 6M | +0.7% | +23.8% | -23.2% | -13.2% |
| YTD | -0.7% | +23.0% | -23.6% | -13.9% |
| 1Y | -12.7% | +46.2% | -58.9% | -33.0% |
| 3Y | -12.7% | +64.8% | -77.6% | -37.4% |
| 5Y | -69.3% | +20.9% | -90.2% | -73.0% |
| 10Y | -73.0% | +121.6% | -194.6% | -85.4% |
| All | -66.1% | +811.9% | -878.0% | -94.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling