+16.4%
JBLU vs POET
-20.5%
+36.9%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.6% | -4.4% | +0.1% |
| 7D | -5.0% | +0.4% | -5.3% | -5.0% |
| 30D | -23.9% | -10.4% | -13.5% | -23.7% |
| 3M | -11.6% | -29.3% | +17.7% | -11.2% |
| 6M | -0.2% | +6.9% | -7.1% | -1.8% |
| YTD | -3.3% | +25.6% | -28.9% | -5.3% |
| 1Y | -15.4% | +49.2% | -64.5% | -17.7% |
| 3Y | -14.7% | +128.4% | -143.2% | -19.3% |
| 5Y | -70.0% | -4.2% | -65.8% | -71.4% |
| 10Y | -72.9% | +30.3% | -103.2% | -74.5% |
| All | +16.4% | -20.5% | +36.9% | +39.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling