-12.7%
JBLU vs HTZ
-86.1%
+73.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -5.0% | +2.6% | -1.6% |
| 7D | +1.1% | -2.5% | +3.6% | +1.5% |
| 30D | -25.5% | -3.7% | -21.8% | -25.6% |
| 3M | -5.0% | -57.0% | +51.9% | +4.4% |
| 6M | +0.7% | -47.0% | +47.6% | +5.6% |
| YTD | -0.7% | -57.5% | +56.8% | +8.6% |
| 1Y | -12.7% | -63.5% | +50.7% | -3.9% |
| 3Y | -12.7% | -86.3% | +73.6% | +13.7% |
| All | -12.7% | -86.1% | +73.4% | +13.7% |
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 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