+1,509.2%
JBL vs HAS
+54.3%
+1,455.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | +0.3% |
| 7D | +4.0% | -4.8% | +8.8% | +6.0% |
| 30D | -7.5% | -5.1% | -2.3% | -5.6% |
| 3M | -14.1% | +6.4% | -20.4% | -16.6% |
| 6M | +25.9% | -5.6% | +31.5% | +27.2% |
| YTD | +36.7% | +11.0% | +25.7% | +28.6% |
| 1Y | +49.0% | +16.8% | +32.2% | +37.1% |
| 3Y | +191.8% | +44.0% | +147.7% | +138.3% |
| 5Y | +409.8% | +11.0% | +398.8% | +359.2% |
| 10Y | +1,509.2% | +56.0% | +1,453.2% | +1,140.3% |
| All | +1,509.2% | +54.3% | +1,455.0% | +1,140.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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