-20.8%
HAL vs JCI
+298.2%
-319.0%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.1% |
| 7D | -6.5% | -5.9% | -0.6% | -3.1% |
| 30D | -2.1% | -10.4% | +8.2% | +4.1% |
| 3M | -4.9% | -6.1% | +1.2% | -2.5% |
| 6M | -19.3% | +1.7% | -21.0% | -22.8% |
| YTD | +14.3% | +18.9% | -4.6% | -3.3% |
| 1Y | +17.3% | +16.1% | +1.2% | +0.6% |
| 3Y | -10.9% | +187.8% | -198.7% | -63.4% |
| 5Y | +47.4% | +103.2% | -55.8% | -23.0% |
| 10Y | -20.8% | +288.2% | -309.0% | -80.2% |
| All | -20.8% | +298.2% | -319.0% | -80.2% |
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