+41,936.4%
JBL vs HAS
+1,269.5%
+40,667.0%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.7% |
| 7D | +3.0% | -1.8% | +4.8% | +3.8% |
| 30D | -8.3% | +2.3% | -10.5% | -9.2% |
| 3M | -16.9% | +10.4% | -27.3% | -20.7% |
| 6M | +21.8% | -3.2% | +25.0% | +21.9% |
| YTD | +36.3% | +15.4% | +20.9% | +25.9% |
| 1Y | +49.5% | +18.8% | +30.7% | +36.3% |
| 3Y | +170.6% | +43.9% | +126.7% | +119.1% |
| 5Y | +408.4% | +13.9% | +394.5% | +344.4% |
| 10Y | +1,450.4% | +56.4% | +1,394.0% | +994.2% |
| All | +41,936.4% | +1,269.5% | +40,667.0% | +14,285.6% |
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