+32,261.4%
JBL vs HAS
+1,659.9%
+30,601.6%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.4% |
| 7D | -12.3% | -0.2% | -12.2% | -12.3% |
| 30D | -20.2% | +31.0% | -51.2% | -29.1% |
| 3M | -30.6% | +30.7% | -61.3% | -38.4% |
| 6M | -35.8% | +23.9% | -59.7% | -42.3% |
| YTD | +4.9% | +48.3% | -43.4% | -13.3% |
| 1Y | +11.3% | +60.2% | -48.9% | -11.0% |
| 3Y | +89.1% | +189.2% | -100.1% | +13.8% |
| 5Y | +272.1% | +50.4% | +221.6% | +188.1% |
| 10Y | +1,150.2% | +104.2% | +1,046.0% | +685.6% |
| All | +32,261.4% | +1,659.9% | +30,601.6% | +9,806.3% |
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 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