+103.6%
HAL vs JBLU
-71.4%
+175.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.2% | -3.1% | -2.9% |
| 7D | -3.3% | -4.8% | +1.5% | -2.8% |
| 30D | +7.2% | -24.4% | +31.7% | +10.0% |
| 3M | -8.8% | -4.8% | -4.0% | -9.4% |
| 6M | +3.0% | -0.5% | +3.4% | +0.2% |
| YTD | +29.4% | -3.5% | +32.9% | +25.6% |
| 1Y | +62.8% | -13.6% | +76.4% | +59.9% |
| 3Y | -6.4% | -15.3% | +8.8% | -14.7% |
| 5Y | +103.6% | -70.1% | +173.7% | +114.2% |
| All | +103.6% | -71.4% | +175.1% | +114.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling