+15.2%
QQQI vs JBLU
-13.1%
+28.3%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.6% |
| 7D | -1.0% | -5.8% | +4.8% | -0.5% |
| 30D | -1.7% | -22.8% | +21.1% | +0.5% |
| 3M | 0.0% | -13.0% | +13.0% | +0.8% |
| 6M | +13.0% | +5.8% | +7.1% | +11.5% |
| YTD | +10.6% | -4.2% | +14.7% | +8.9% |
| All | +15.2% | -13.1% | +28.3% | +14.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling