-73.8%
JBLU vs SUI
+101.8%
-175.6%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.4% |
| 7D | -5.0% | -4.2% | -0.8% | -2.9% |
| 30D | -23.9% | -3.3% | -20.6% | -22.6% |
| 3M | -11.6% | -8.2% | -3.5% | -8.2% |
| 6M | -0.2% | -14.5% | +14.2% | +7.6% |
| YTD | -3.3% | -5.9% | +2.6% | -0.8% |
| 1Y | -15.4% | -9.7% | -5.7% | -11.4% |
| 3Y | -14.7% | +7.7% | -22.4% | -18.8% |
| 5Y | -70.0% | -31.9% | -38.2% | -65.2% |
| All | -73.8% | +101.8% | -175.6% | -76.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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