+504.4%
NOW vs JBLU
-80.2%
+584.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -5.2% | +3.2% | -1.4% |
| 7D | -1.7% | +9.2% | -10.8% | -2.9% |
| 30D | -27.4% | +13.7% | -41.1% | -29.3% |
| 3M | -19.4% | -34.1% | +14.6% | -15.5% |
| 6M | +13.1% | -19.5% | +32.6% | +14.4% |
| YTD | -34.3% | -16.3% | -18.0% | -35.3% |
| 1Y | -41.8% | -13.4% | -28.3% | -43.1% |
| 3Y | -20.7% | -1.6% | -19.2% | -31.5% |
| 5Y | -27.2% | -74.9% | +47.7% | -21.9% |
| All | +504.4% | -80.2% | +584.6% | +550.5% |
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