+789.1%
NOW vs JBLU
-72.4%
+861.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +1.0% |
| 7D | -6.2% | -5.0% | -1.2% | -5.5% |
| 30D | +6.1% | -23.9% | +30.0% | +10.2% |
| 3M | +28.6% | -11.6% | +40.2% | +30.1% |
| 6M | +14.6% | -0.2% | +14.8% | +12.3% |
| YTD | -13.5% | -3.3% | -10.2% | -15.8% |
| 1Y | -29.4% | -15.4% | -14.0% | -30.0% |
| 3Y | +9.4% | -14.7% | +24.1% | -1.6% |
| 5Y | +2.3% | -70.0% | +72.3% | +8.1% |
| All | +789.1% | -72.4% | +861.5% | +782.0% |
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