+453.2%
HUT vs JBLU
-79.1%
+532.3%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.4% | +8.7% | +7.3% |
| 7D | +28.3% | +1.1% | +27.1% | +27.6% |
| 30D | +12.3% | -25.5% | +37.8% | +25.5% |
| 3M | -16.8% | -5.0% | -11.8% | -16.6% |
| 6M | +111.4% | +0.7% | +110.7% | +105.1% |
| YTD | +116.6% | -0.7% | +117.2% | +108.0% |
| 1Y | +290.5% | -12.7% | +303.2% | +291.7% |
| 3Y | +792.3% | -12.7% | +805.0% | +645.2% |
| 5Y | +94.1% | -69.3% | +163.4% | +149.9% |
| All | +453.2% | -79.1% | +532.3% | +568.7% |
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 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