+3.2%
NOW vs JBLU
-69.2%
+72.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -2.4% | -2.6% | -4.6% |
| 7D | -6.1% | +1.1% | -7.2% | -6.3% |
| 30D | +7.5% | -25.5% | +33.0% | +12.8% |
| 3M | +17.5% | -5.0% | +22.6% | +17.5% |
| 6M | +7.9% | +0.7% | +7.3% | +5.1% |
| YTD | -12.4% | -0.7% | -11.7% | -15.9% |
| 1Y | -28.6% | -12.7% | -15.8% | -29.9% |
| 3Y | +11.8% | -12.7% | +24.6% | -8.0% |
| All | +3.2% | -69.2% | +72.4% | +25.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling