+43.4%
NVTS vs JBLU
-15.7%
+59.1%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.2% | +4.1% | +4.2% |
| 7D | -1.4% | -5.0% | +3.5% | +0.2% |
| 30D | -16.5% | -23.9% | +7.4% | -8.9% |
| 3M | -47.6% | -11.6% | -36.0% | -46.4% |
| 6M | +7.3% | -0.2% | +7.5% | +2.6% |
| YTD | +62.9% | -3.3% | +66.2% | +55.1% |
| 1Y | +91.3% | -15.4% | +106.7% | +90.4% |
| 3Y | +43.4% | -14.7% | +58.1% | +33.5% |
| All | +43.4% | -15.7% | +59.1% | +33.5% |
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 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