-70.7%
JBLU vs UEC
+198.6%
-269.3%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.2% | +5.4% | +0.9% |
| 7D | -5.0% | -9.4% | +4.5% | -3.7% |
| 30D | -23.9% | -8.0% | -15.9% | -23.2% |
| 3M | -11.6% | -1.7% | -10.0% | -11.8% |
| 6M | -0.2% | -26.1% | +25.9% | +2.1% |
| YTD | -3.3% | -10.5% | +7.2% | -4.0% |
| 1Y | -15.4% | -13.3% | -2.1% | -17.1% |
| 3Y | -14.7% | +116.4% | -131.1% | -30.7% |
| All | -70.7% | +198.6% | -269.3% | -78.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 5y: compounded portfolio wealth divided by compounded UEC 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…
5y analysis · Full analysis span regression · 6 months rolling