-0.5%
JBLU vs UEC
-20.9%
+20.4%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.0% | +5.2% | +1.3% |
| 7D | -4.8% | -4.3% | -0.5% | -3.9% |
| 30D | -24.4% | -3.8% | -20.6% | -24.1% |
| 3M | -4.8% | +17.0% | -21.8% | -8.5% |
| 6M | -0.5% | -23.9% | +23.4% | +1.1% |
| All | -0.5% | -20.9% | +20.4% | +1.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling