-66.1%
JBLU vs IWD
+682.8%
-748.9%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.8% | -1.6% | -1.3% |
| 7D | +1.1% | -0.2% | +1.3% | +1.3% |
| 30D | -25.5% | -0.8% | -24.7% | -24.7% |
| 3M | -5.0% | +8.0% | -13.1% | -13.6% |
| 6M | +0.7% | +18.2% | -17.5% | -18.0% |
| YTD | -0.7% | +22.3% | -23.0% | -22.1% |
| 1Y | -12.7% | +28.9% | -41.6% | -35.8% |
| 3Y | -12.7% | +71.5% | -84.3% | -53.3% |
| 5Y | -69.3% | +73.6% | -142.9% | -83.1% |
| 10Y | -73.0% | +194.7% | -267.7% | -91.8% |
| All | -66.1% | +682.8% | -748.9% | -96.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded IWD 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling