+74.2%
HAL vs JCI
+36.6%
+37.5%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +1.0% |
| 7D | -1.3% | +4.1% | -5.4% | -1.9% |
| 30D | +10.9% | -3.8% | +14.7% | +11.6% |
| 3M | -5.8% | -1.6% | -4.2% | -5.6% |
| 6M | +8.1% | +9.5% | -1.4% | +6.4% |
| YTD | +33.2% | +21.7% | +11.5% | +30.0% |
| 1Y | +74.2% | +37.1% | +37.0% | +68.1% |
| All | +74.2% | +36.6% | +37.5% | +68.1% |
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