-9.0%
JBLU vs HAS
+20.3%
-29.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.7% |
| 7D | -3.5% | -1.8% | -1.7% | -2.5% |
| 30D | -27.2% | +2.3% | -29.5% | -28.1% |
| 3M | -4.3% | +10.4% | -14.7% | -9.4% |
| 6M | -8.3% | -3.2% | -5.1% | -8.5% |
| YTD | +1.8% | +15.4% | -13.7% | -9.8% |
| 1Y | -9.0% | +18.8% | -27.8% | -22.0% |
| All | -9.0% | +20.3% | -29.4% | -22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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