+3.4%
JBLU vs HTZ
-82.6%
+86.0%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -8.0% | +9.5% | +2.7% |
| 7D | +25.8% | -27.5% | +53.3% | +31.4% |
| 30D | +4.2% | -21.9% | +26.0% | +7.5% |
| 3M | -29.1% | -29.2% | +0.2% | -26.4% |
| 6M | -21.7% | -75.2% | +53.5% | -7.2% |
| YTD | -12.1% | -70.8% | +58.7% | +0.6% |
| 1Y | -9.3% | -76.1% | +66.8% | +6.8% |
| 3Y | +3.4% | -82.5% | +85.9% | +21.0% |
| All | +3.4% | -82.6% | +86.0% | +21.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling