-73.8%
JBLU vs TECH
+189.9%
-263.7%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.2% | +0.2% |
| 7D | -5.0% | -0.4% | -4.5% | -4.8% |
| 30D | -23.9% | 0.0% | -23.8% | -23.9% |
| 3M | -11.6% | +33.7% | -45.3% | -21.2% |
| 6M | -0.2% | +34.9% | -35.1% | -12.8% |
| YTD | -3.3% | +23.2% | -26.5% | -12.6% |
| 1Y | -15.4% | +36.3% | -51.7% | -27.3% |
| 3Y | -14.7% | +2.3% | -17.0% | -20.5% |
| 5Y | -70.0% | -42.9% | -27.1% | -68.1% |
| All | -73.8% | +189.9% | -263.7% | -84.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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