+53.1%
HAL vs JBL
+310.5%
-257.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +3.6% | -0.3% | +2.4% |
| 7D | -0.2% | +0.1% | -0.3% | -0.3% |
| 30D | +1.0% | -17.0% | +18.0% | +5.5% |
| 3M | -2.1% | -27.4% | +25.3% | +5.2% |
| 6M | -17.5% | -29.1% | +11.6% | -11.5% |
| YTD | +18.1% | +13.6% | +4.5% | +8.2% |
| 1Y | +19.7% | +22.8% | -3.1% | +6.8% |
| 3Y | -7.9% | +103.0% | -110.9% | -34.0% |
| 5Y | +53.1% | +307.4% | -254.3% | -20.3% |
| All | +53.1% | +310.5% | -257.4% | -20.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling