+566.9%
HAL vs JBLU
-59.3%
+626.2%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.4% | +1.6% | -0.2% |
| 7D | +0.5% | +1.1% | -0.7% | +0.2% |
| 30D | +15.9% | -25.5% | +41.5% | +23.0% |
| 3M | -8.7% | -5.0% | -3.7% | -9.5% |
| 6M | +9.0% | +0.7% | +8.4% | +4.1% |
| YTD | +32.0% | -0.7% | +32.7% | +24.9% |
| 1Y | +72.5% | -12.7% | +85.2% | +67.0% |
| 3Y | -4.5% | -12.7% | +8.2% | -18.9% |
| 5Y | +109.7% | -69.3% | +178.9% | +122.1% |
| 10Y | +1.2% | -73.0% | +74.2% | +5.4% |
| All | +566.9% | -59.3% | +626.2% | +381.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling