-74.4%
JBLU vs HTZ
-90.6%
+16.2%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -5.3% | +2.2% | -2.1% |
| 7D | -5.6% | -10.4% | +4.8% | -3.7% |
| 30D | -22.3% | -2.4% | -20.0% | -22.7% |
| 3M | -11.0% | -60.9% | +49.9% | +1.5% |
| 6M | -3.1% | -50.2% | +47.1% | +3.5% |
| YTD | -3.7% | -59.7% | +56.0% | +7.8% |
| 1Y | -14.8% | -66.0% | +51.2% | -3.5% |
| 3Y | -15.4% | -87.1% | +71.6% | +11.2% |
| 5Y | -71.4% | -86.9% | +15.5% | -60.7% |
| All | -74.4% | -90.6% | +16.2% | -64.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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