+7.4%
HAL vs JCI
+323.6%
-316.2%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +1.5% |
| 7D | -1.3% | +4.1% | -5.4% | -4.0% |
| 30D | +10.9% | -3.8% | +14.7% | +13.4% |
| 3M | -5.8% | -1.6% | -4.2% | -6.0% |
| 6M | +8.1% | +9.5% | -1.4% | -0.8% |
| YTD | +33.2% | +21.7% | +11.5% | +12.7% |
| 1Y | +74.2% | +37.1% | +37.0% | +34.1% |
| 3Y | -3.7% | +165.2% | -168.9% | -56.8% |
| 5Y | +111.9% | +110.3% | +1.6% | +9.7% |
| 10Y | +7.4% | +341.0% | -333.6% | -72.6% |
| All | +7.4% | +323.6% | -316.2% | -72.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling