-73.8%
JBLU vs URA
+346.2%
-419.9%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.3% | +3.5% | +1.4% |
| 7D | -5.0% | -5.5% | +0.5% | -3.2% |
| 30D | -23.9% | -3.7% | -20.2% | -23.0% |
| 3M | -11.6% | -2.9% | -8.7% | -11.2% |
| 6M | -0.2% | -15.2% | +15.0% | +4.2% |
| YTD | -3.3% | +1.9% | -5.2% | -6.5% |
| 1Y | -15.4% | +6.9% | -22.3% | -21.6% |
| 3Y | -14.7% | +99.6% | -114.3% | -41.3% |
| 5Y | -70.0% | +101.2% | -171.2% | -80.7% |
| All | -73.8% | +346.2% | -419.9% | -90.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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