+308.1%
HUBS vs JBLU
-72.4%
+380.5%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.7% |
| 7D | -9.0% | -5.0% | -4.0% | -7.9% |
| 30D | +7.2% | -23.9% | +31.1% | +13.8% |
| 3M | +20.9% | -11.6% | +32.5% | +23.4% |
| 6M | -13.0% | -0.2% | -12.8% | -15.5% |
| YTD | -43.8% | -3.3% | -40.6% | -45.9% |
| 1Y | -54.6% | -15.4% | -39.3% | -55.0% |
| 3Y | -58.5% | -14.7% | -43.7% | -64.6% |
| 5Y | -66.4% | -70.0% | +3.6% | -62.1% |
| All | +308.1% | -72.4% | +380.5% | +293.9% |
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