-14.7%
JBLU vs NDAQ
+83.9%
-98.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.8% |
| 7D | -5.0% | -5.9% | +0.9% | -0.9% |
| 30D | -23.9% | -4.7% | -19.2% | -21.5% |
| 3M | -11.6% | +5.5% | -17.2% | -15.3% |
| 6M | -0.2% | +7.4% | -7.6% | -5.8% |
| YTD | -3.3% | -5.5% | +2.2% | -0.8% |
| 1Y | -15.4% | -3.7% | -11.7% | -14.7% |
| 3Y | -14.7% | +85.0% | -99.7% | -43.6% |
| All | -14.7% | +83.9% | -98.6% | -43.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 3y: compounded portfolio wealth divided by compounded NDAQ 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…
3y analysis · Full analysis span regression · 6 months rolling