+28.0%
NBIS vs JBLU
-12.5%
+40.6%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +11.9% | -18.6% | -10.5% |
| 7D | -22.4% | +24.9% | -47.3% | -28.8% |
| 30D | -39.1% | -12.3% | -26.8% | -37.5% |
| 3M | -37.3% | -44.5% | +7.2% | -26.7% |
| 6M | -19.8% | -25.7% | +5.9% | -15.1% |
| YTD | +69.1% | -21.8% | +90.8% | +57.7% |
| 1Y | +28.0% | -12.7% | +40.8% | +11.2% |
| All | +28.0% | -12.5% | +40.6% | +11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JBLU.
Daily Out/Under-Performance
Portfolio return minus JBLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBLU 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 1y: compounded portfolio wealth divided by compounded JBLU 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…
1y analysis · Full analysis span regression · 6 months rolling