+595.7%
HAL vs JCI
+2,331.5%
-1,735.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.9% | -2.5% | -1.2% |
| 7D | +2.9% | +3.8% | -0.9% | +1.7% |
| 30D | +17.0% | -5.7% | +22.7% | +19.1% |
| 3M | -9.7% | -1.4% | -8.3% | -9.7% |
| 6M | +8.6% | +4.1% | +4.5% | +6.3% |
| YTD | +33.0% | +21.7% | +11.2% | +23.5% |
| 1Y | +68.3% | +36.1% | +32.2% | +50.3% |
| 3Y | +0.1% | +154.4% | -154.3% | -27.6% |
| 5Y | +102.6% | +112.0% | -9.4% | +53.6% |
| 10Y | +3.8% | +322.2% | -318.4% | -34.4% |
| All | +595.7% | +2,331.5% | -1,735.8% | +122.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling