+2.6%
HAL vs JBLU
-72.4%
+75.0%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.9% | -0.7% |
| 7D | -3.3% | -5.0% | +1.6% | -2.1% |
| 30D | +8.2% | -23.9% | +32.0% | +15.6% |
| 3M | -9.4% | -11.6% | +2.2% | -8.6% |
| 6M | +0.6% | -0.2% | +0.9% | -5.2% |
| YTD | +28.6% | -3.3% | +31.9% | +20.1% |
| 1Y | +63.9% | -15.4% | +79.3% | +58.0% |
| 3Y | -7.1% | -14.7% | +7.6% | -28.2% |
| 5Y | +102.3% | -70.0% | +172.4% | +124.9% |
| All | +2.6% | -72.4% | +75.0% | +2.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling