+98.1%
NU vs JBLU
-15.7%
+113.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.9% | -2.7% |
| 7D | -4.9% | -5.0% | +0.1% | -4.2% |
| 30D | +7.8% | -23.9% | +31.7% | +12.0% |
| 3M | +20.9% | -11.6% | +32.6% | +22.5% |
| 6M | +0.9% | -0.2% | +1.1% | 0.0% |
| YTD | -12.7% | -3.3% | -9.4% | -13.8% |
| 1Y | -6.4% | -15.4% | +9.0% | -6.4% |
| 3Y | +98.1% | -14.7% | +112.8% | +95.3% |
| All | +98.1% | -15.7% | +113.8% | +95.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling