+244.8%
NEE vs JBLU
-72.4%
+317.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.2% |
| 7D | -1.3% | -5.0% | +3.6% | -1.0% |
| 30D | -3.3% | -23.9% | +20.6% | -1.5% |
| 3M | -2.3% | -11.6% | +9.4% | -1.7% |
| 6M | -8.9% | -0.2% | -8.6% | -9.7% |
| YTD | +4.8% | -3.3% | +8.1% | +3.6% |
| 1Y | +18.7% | -15.4% | +34.1% | +18.4% |
| 3Y | +33.2% | -14.7% | +48.0% | +26.7% |
| 5Y | +10.9% | -70.0% | +80.9% | +14.1% |
| All | +244.8% | -72.4% | +317.2% | +226.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling