+249.6%
HL vs JCI
+186.2%
+63.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.3% | +0.4% | -0.8% |
| 7D | -11.1% | +3.2% | -14.3% | -12.4% |
| 30D | -12.1% | -8.6% | -3.5% | -8.7% |
| 3M | -26.1% | -7.7% | -18.4% | -23.8% |
| 6M | -37.7% | -2.6% | -35.2% | -37.7% |
| YTD | -31.7% | +17.4% | -49.1% | -37.3% |
| 1Y | -11.6% | +16.9% | -28.6% | -18.7% |
| 3Y | +249.6% | +186.7% | +62.9% | +75.1% |
| All | +249.6% | +186.2% | +63.5% | +75.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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