-8.8%
HAL vs JBL
+103.8%
-112.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +3.6% | -0.3% | +2.7% |
| 7D | -0.2% | +0.1% | -0.3% | -0.3% |
| 30D | +1.0% | -17.0% | +18.0% | +4.4% |
| 3M | -2.1% | -27.4% | +25.3% | +3.4% |
| 6M | -17.5% | -29.1% | +11.6% | -12.8% |
| YTD | +18.1% | +13.6% | +4.5% | +9.5% |
| 1Y | +19.7% | +22.8% | -3.1% | +8.4% |
| All | -8.8% | +103.8% | -112.6% | -32.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling