+105.3%
HAL vs JD
-60.2%
+165.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.9% | -2.5% | -0.8% |
| 7D | +2.9% | -1.7% | +4.6% | +3.1% |
| 30D | +17.0% | -13.2% | +30.2% | +18.6% |
| 3M | -9.7% | -3.2% | -6.5% | -9.5% |
| 6M | +8.6% | +15.2% | -6.6% | +6.7% |
| YTD | +33.0% | +2.0% | +31.0% | +32.2% |
| 1Y | +68.3% | -5.4% | +73.7% | +68.3% |
| 3Y | +0.1% | -9.1% | +9.2% | -0.8% |
| All | +105.3% | -60.2% | +165.5% | +120.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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