+2,771.1%
NOW vs JBLU
-13.0%
+2,784.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.4% | -3.4% | -3.1% |
| 7D | -2.4% | -3.5% | +1.2% | -1.8% |
| 30D | +20.5% | -27.2% | +47.7% | +27.0% |
| 3M | +18.3% | -4.3% | +22.7% | +18.1% |
| 6M | +24.1% | -8.3% | +32.4% | +22.7% |
| YTD | -7.8% | +1.8% | -9.5% | -11.6% |
| 1Y | -21.4% | -9.0% | -12.4% | -23.4% |
| 3Y | +19.5% | -21.9% | +41.5% | +7.4% |
| 5Y | +4.1% | -69.0% | +73.1% | +12.1% |
| 10Y | +826.4% | -70.8% | +897.2% | +799.8% |
| All | +2,771.1% | -13.0% | +2,784.1% | +1,758.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling