+523.4%
HAL vs JBL
+34,886.9%
-34,363.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.2% | +5.3% | +3.5% |
| 7D | +6.1% | +6.3% | -0.2% | +4.8% |
| 30D | +2.9% | -13.5% | +16.4% | +5.6% |
| 3M | +3.3% | -31.3% | +34.7% | +10.4% |
| 6M | -16.9% | -28.4% | +11.5% | -12.5% |
| YTD | +21.2% | +11.6% | +9.6% | +15.9% |
| 1Y | +27.5% | +26.1% | +1.4% | +19.0% |
| 3Y | -6.4% | +97.4% | -103.8% | -21.7% |
| 5Y | +58.0% | +301.0% | -243.0% | +14.1% |
| 10Y | -14.6% | +1,151.1% | -1,165.7% | -48.3% |
| All | +523.4% | +34,886.9% | -34,363.6% | +211.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling