+2.6%
HAL vs JBL
+1,558.3%
-1,555.8%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.0% | -5.7% | -3.1% |
| 7D | -3.3% | +2.4% | -5.7% | -4.5% |
| 30D | +8.2% | -13.1% | +21.3% | +15.0% |
| 3M | -9.4% | -15.6% | +6.1% | -3.7% |
| 6M | +0.6% | +24.6% | -23.9% | -14.6% |
| YTD | +28.6% | +39.6% | -11.0% | +1.1% |
| 1Y | +63.9% | +48.6% | +15.3% | +22.6% |
| 3Y | -7.1% | +197.3% | -204.4% | -58.6% |
| 5Y | +102.3% | +413.0% | -310.7% | -41.5% |
| All | +2.6% | +1,558.3% | -1,555.8% | -84.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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