+582.6%
HLT vs JBLU
-74.6%
+657.2%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.9% | +2.3% | +1.7% |
| 7D | -0.2% | -5.8% | +5.6% | +1.4% |
| 30D | -5.0% | -22.8% | +17.8% | +1.3% |
| 3M | -10.2% | -13.0% | +2.8% | -8.3% |
| 6M | +6.6% | +5.8% | +0.8% | +1.6% |
| YTD | +8.3% | -4.2% | +12.5% | +4.4% |
| 1Y | +13.3% | -13.7% | +26.9% | +11.6% |
| 3Y | +100.4% | -15.0% | +115.4% | +64.2% |
| 5Y | +138.9% | -70.7% | +209.6% | +178.6% |
| 10Y | +582.6% | -74.6% | +657.2% | +648.7% |
| All | +582.6% | -74.6% | +657.2% | +648.7% |
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