+111.2%
HAL vs JCI
+117.5%
-6.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.9% | -2.5% | -1.4% |
| 7D | +2.9% | +3.8% | -0.9% | +1.3% |
| 30D | +17.0% | -5.7% | +22.7% | +19.7% |
| 3M | -9.7% | -1.4% | -8.3% | -9.7% |
| 6M | +8.6% | +4.1% | +4.5% | +5.5% |
| YTD | +33.0% | +21.7% | +11.2% | +20.1% |
| 1Y | +68.3% | +36.1% | +32.2% | +43.6% |
| 3Y | +0.1% | +154.4% | -154.3% | -37.3% |
| All | +111.2% | +117.5% | -6.3% | +38.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling