-6.4%
HAL vs JEPI
+36.7%
-43.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.1% | +3.3% | +3.3% |
| 7D | +6.1% | +2.7% | +3.4% | +2.4% |
| 30D | +2.9% | +2.5% | +0.4% | -0.8% |
| 3M | +3.3% | +1.9% | +1.4% | +0.4% |
| 6M | -16.9% | +7.7% | -24.7% | -25.8% |
| YTD | +21.2% | +8.2% | +13.0% | +6.9% |
| 1Y | +27.5% | +10.4% | +17.2% | +8.7% |
| 3Y | -6.4% | +36.5% | -43.0% | -39.3% |
| All | -6.4% | +36.7% | -43.1% | -39.3% |
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