-73.8%
JBLU vs IQV
+242.6%
-316.4%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | -0.7% |
| 7D | -5.0% | -2.2% | -2.7% | -3.8% |
| 30D | -23.9% | +8.3% | -32.2% | -27.3% |
| 3M | -11.6% | +44.6% | -56.2% | -28.8% |
| 6M | -0.2% | +52.6% | -52.8% | -23.0% |
| YTD | -3.3% | +16.1% | -19.4% | -14.4% |
| 1Y | -15.4% | +37.3% | -52.7% | -32.9% |
| 3Y | -14.7% | +21.6% | -36.3% | -29.7% |
| 5Y | -70.0% | +0.5% | -70.5% | -73.0% |
| All | -73.8% | +242.6% | -316.4% | -87.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 IQV 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