+133.9%
HL vs JBLU
-14.6%
+148.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.4% | -2.9% | -2.6% |
| 7D | +1.5% | -3.5% | +5.0% | +2.3% |
| 30D | +25.1% | -27.2% | +52.3% | +34.2% |
| 3M | +22.9% | -4.3% | +27.2% | +22.2% |
| 6M | -4.9% | -8.3% | +3.4% | -6.0% |
| YTD | +7.8% | +1.8% | +6.1% | +4.3% |
| 1Y | +133.9% | -9.0% | +142.9% | +117.9% |
| All | +133.9% | -14.6% | +148.5% | +117.9% |
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 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