-74.2%
JBLU vs HTZ
-94.3%
+20.1%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -8.0% | +9.5% | +3.1% |
| 7D | +25.8% | -27.5% | +53.3% | +33.3% |
| 30D | +4.2% | -21.9% | +26.0% | +8.6% |
| 3M | -29.1% | -29.2% | +0.2% | -25.6% |
| 6M | -21.7% | -75.2% | +53.5% | -2.1% |
| YTD | -12.1% | -70.8% | +58.7% | +4.7% |
| 1Y | -9.3% | -76.1% | +66.8% | +12.6% |
| 3Y | +3.4% | -82.5% | +85.9% | +22.7% |
| 5Y | -74.2% | -94.1% | +19.9% | -55.5% |
| All | -74.2% | -94.3% | +20.1% | -55.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling