-76.5%
JBLU vs HTZ
-92.5%
+16.0%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +9.3% | -8.8% | -1.2% |
| 7D | +12.9% | -27.4% | +40.4% | +19.0% |
| 30D | +11.0% | -11.4% | +22.4% | +12.6% |
| 3M | -30.8% | -33.1% | +2.3% | -26.8% |
| 6M | -19.0% | -73.5% | +54.6% | -1.4% |
| YTD | -11.6% | -68.1% | +56.4% | +2.2% |
| 1Y | -7.4% | -74.3% | +66.9% | +11.7% |
| 3Y | +3.9% | -80.9% | +84.8% | +17.5% |
| 5Y | -73.9% | -93.8% | +19.9% | -62.2% |
| All | -76.5% | -92.5% | +16.0% | -66.5% |
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