-73.8%
JBLU vs UUUU
+465.5%
-539.3%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.0% | +5.2% | +0.9% |
| 7D | -5.0% | -10.5% | +5.5% | -3.5% |
| 30D | -23.9% | -10.5% | -13.4% | -22.8% |
| 3M | -11.6% | -14.1% | +2.5% | -10.2% |
| 6M | -0.2% | -35.5% | +35.2% | +4.5% |
| YTD | -3.3% | -10.9% | +7.6% | -4.9% |
| 1Y | -15.4% | +3.4% | -18.7% | -20.5% |
| 3Y | -14.7% | +73.1% | -87.9% | -30.8% |
| 5Y | -70.0% | +87.1% | -157.2% | -77.3% |
| All | -73.8% | +465.5% | -539.3% | -85.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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