-62.6%
JBLU vs UEC
+57.1%
-119.7%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.2% | +5.4% | +0.8% |
| 7D | -5.0% | -9.4% | +4.5% | -3.9% |
| 30D | -23.9% | -8.0% | -15.9% | -23.3% |
| 3M | -11.6% | -1.7% | -10.0% | -11.8% |
| 6M | -0.2% | -26.1% | +25.9% | +1.9% |
| YTD | -3.3% | -10.5% | +7.2% | -3.8% |
| 1Y | -15.4% | -13.3% | -2.1% | -16.7% |
| 3Y | -14.7% | +116.4% | -131.1% | -27.1% |
| 5Y | -70.0% | +225.5% | -295.6% | -76.8% |
| 10Y | -72.9% | +885.8% | -958.7% | -83.1% |
| All | -62.6% | +57.1% | -119.7% | -80.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling