+68.3%
HAL vs JCI
+37.7%
+30.6%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.9% | -2.5% | -0.9% |
| 7D | +2.9% | +3.8% | -0.9% | +2.4% |
| 30D | +17.0% | -5.7% | +22.7% | +18.1% |
| 3M | -9.7% | -1.4% | -8.3% | -9.5% |
| 6M | +8.6% | +4.1% | +4.5% | +7.8% |
| YTD | +33.0% | +21.7% | +11.2% | +29.7% |
| 1Y | +68.3% | +36.1% | +32.2% | +61.7% |
| All | +68.3% | +37.7% | +30.6% | +61.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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