+27.5%
HAL vs JCI
+14.5%
+13.0%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.3% | +5.4% | +3.5% |
| 7D | +6.1% | +3.2% | +2.9% | +5.5% |
| 30D | +2.9% | -8.6% | +11.5% | +4.2% |
| 3M | +3.3% | -7.7% | +11.1% | +4.6% |
| 6M | -16.9% | -2.6% | -14.3% | -16.7% |
| YTD | +21.2% | +17.4% | +3.8% | +19.1% |
| 1Y | +27.5% | +16.9% | +10.6% | +27.1% |
| All | +27.5% | +14.5% | +13.0% | +27.1% |
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