-14.9%
JBLU vs HAS
+45.4%
-60.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | -0.5% |
| 7D | -4.8% | -3.1% | -1.7% | -3.0% |
| 30D | -24.4% | -6.4% | -18.0% | -21.4% |
| 3M | -4.8% | +10.4% | -15.2% | -9.9% |
| 6M | -0.5% | -3.7% | +3.2% | +0.9% |
| YTD | -3.5% | +12.5% | -16.0% | -10.7% |
| 1Y | -13.6% | +19.8% | -33.4% | -23.1% |
| All | -14.9% | +45.4% | -60.3% | -42.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling