-73.8%
JBLU vs POET
+30.3%
-104.1%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.6% | -4.4% | 0.0% |
| 7D | -5.0% | +0.4% | -5.3% | -5.0% |
| 30D | -23.9% | -10.4% | -13.5% | -23.6% |
| 3M | -11.6% | -29.3% | +17.7% | -10.7% |
| 6M | -0.2% | +6.9% | -7.1% | -3.4% |
| YTD | -3.3% | +25.6% | -28.9% | -7.4% |
| 1Y | -15.4% | +49.2% | -64.5% | -20.1% |
| 3Y | -14.7% | +128.4% | -143.2% | -23.8% |
| 5Y | -70.0% | -4.2% | -65.8% | -72.6% |
| All | -73.8% | +30.3% | -104.1% | -75.1% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 POET 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