+33,713.8%
JBL vs HAS
+1,702.9%
+32,010.8%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -1.4% |
| 7D | -8.1% | +3.3% | -11.3% | -9.3% |
| 30D | -18.4% | +30.5% | -49.0% | -27.5% |
| 3M | -25.8% | +29.9% | -55.7% | -33.9% |
| 6M | -29.6% | +26.5% | -56.2% | -37.3% |
| YTD | +9.6% | +51.9% | -42.3% | -10.3% |
| 1Y | +14.1% | +60.9% | -46.8% | -8.9% |
| 3Y | +95.9% | +215.0% | -119.1% | +13.8% |
| 5Y | +298.3% | +51.5% | +246.8% | +207.8% |
| 10Y | +1,150.1% | +102.2% | +1,047.8% | +689.1% |
| All | +33,713.8% | +1,702.9% | +32,010.8% | +10,149.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling