+103.6%
HAL vs JEPI
+39.8%
+63.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.4% | -2.2% |
| 7D | -3.3% | -2.0% | -1.2% | -0.5% |
| 30D | +7.2% | -2.0% | +9.2% | +10.2% |
| 3M | -8.8% | +3.8% | -12.6% | -13.8% |
| 6M | +3.0% | +0.8% | +2.1% | +1.1% |
| YTD | +29.4% | +3.7% | +25.7% | +21.8% |
| 1Y | +62.8% | +7.1% | +55.7% | +46.1% |
| 3Y | -6.4% | +29.4% | -35.8% | -34.8% |
| 5Y | +103.6% | +40.8% | +62.9% | +26.3% |
| All | +103.6% | +39.8% | +63.8% | +26.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling