+27.5%
HAL vs JBL
+20.0%
+7.6%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.2% | +5.3% | +3.3% |
| 7D | +6.1% | +6.3% | -0.2% | +5.6% |
| 30D | +2.9% | -13.5% | +16.4% | +3.7% |
| 3M | +3.3% | -31.3% | +34.7% | +5.5% |
| 6M | -16.9% | -28.4% | +11.5% | -15.1% |
| YTD | +21.2% | +11.6% | +9.6% | +15.2% |
| 1Y | +27.5% | +26.1% | +1.4% | +14.7% |
| All | +27.5% | +20.0% | +7.6% | +14.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling