-73.8%
JBLU vs QID
-99.2%
+25.4%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.8% | +2.0% | -0.5% |
| 7D | -5.0% | +1.3% | -6.2% | -4.4% |
| 30D | -23.9% | +2.9% | -26.8% | -22.8% |
| 3M | -11.6% | -0.7% | -10.9% | -10.6% |
| 6M | -0.2% | -29.7% | +29.5% | -10.7% |
| YTD | -3.3% | -27.9% | +24.6% | -12.1% |
| 1Y | -15.4% | -34.6% | +19.2% | -25.6% |
| 3Y | -14.7% | -73.5% | +58.8% | -41.8% |
| 5Y | -70.0% | -81.0% | +11.0% | -79.1% |
| All | -73.8% | -99.2% | +25.4% | -92.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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