+448.2%
HUT vs JBLU
-79.6%
+527.9%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.2% | +8.6% | +8.7% |
| 7D | +5.4% | -5.0% | +10.4% | +7.5% |
| 30D | +8.6% | -23.9% | +32.5% | +20.4% |
| 3M | -15.2% | -11.6% | -3.6% | -12.6% |
| 6M | +92.9% | -0.2% | +93.1% | +87.9% |
| YTD | +114.6% | -3.3% | +117.9% | +108.4% |
| 1Y | +208.5% | -15.4% | +223.9% | +213.5% |
| 3Y | +821.5% | -14.7% | +836.2% | +676.6% |
| 5Y | +101.8% | -70.0% | +171.9% | +162.5% |
| All | +448.2% | -79.6% | +527.9% | +569.9% |
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