-73.8%
JBLU vs HAS
+61.8%
-135.6%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | -0.6% |
| 7D | -5.0% | -1.1% | -3.9% | -4.4% |
| 30D | -23.9% | -2.8% | -21.1% | -22.6% |
| 3M | -11.6% | +10.1% | -21.7% | -16.4% |
| 6M | -0.2% | -1.4% | +1.1% | 0.0% |
| YTD | -3.3% | +14.2% | -17.5% | -11.0% |
| 1Y | -15.4% | +18.2% | -33.6% | -23.8% |
| 3Y | -14.7% | +48.6% | -63.3% | -34.1% |
| 5Y | -70.0% | +14.2% | -84.2% | -73.6% |
| All | -73.8% | +61.8% | -135.6% | -81.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling