+215.7%
HAL vs JEPI
+100.7%
+115.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.1% | +3.3% | +3.3% |
| 7D | +6.1% | +2.7% | +3.4% | +1.9% |
| 30D | +2.9% | +2.5% | +0.4% | -1.2% |
| 3M | +3.3% | +1.9% | +1.4% | 0.0% |
| 6M | -16.9% | +7.7% | -24.7% | -26.5% |
| YTD | +21.2% | +8.2% | +13.0% | +6.0% |
| 1Y | +27.5% | +10.4% | +17.2% | +7.9% |
| 3Y | -6.4% | +36.5% | -43.0% | -42.8% |
| 5Y | +58.0% | +44.2% | +13.8% | -11.6% |
| All | +215.7% | +100.7% | +115.0% | -38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPI.
Daily Out/Under-Performance
Portfolio return minus JEPI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPI 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 10y: compounded portfolio wealth divided by compounded JEPI 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…
10y analysis · Full analysis span regression · 6 months rolling