-3.8%
HAL vs JEPI
+29.8%
-33.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.7% |
| 7D | -1.3% | -1.1% | -0.2% | +0.2% |
| 30D | +10.9% | -1.3% | +12.2% | +12.7% |
| 3M | -5.8% | +3.3% | -9.2% | -10.5% |
| 6M | +8.1% | +1.0% | +7.1% | +6.1% |
| YTD | +33.2% | +4.2% | +29.0% | +24.5% |
| 1Y | +74.2% | +7.9% | +66.2% | +54.2% |
| All | -3.8% | +29.8% | -33.6% | -26.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling