+37.4%
JCI vs HAS
+16.8%
+20.5%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.4% | +3.4% | +1.3% |
| 7D | +5.1% | -3.1% | +8.2% | +5.6% |
| 30D | -3.8% | -2.7% | -1.1% | -3.5% |
| 3M | +1.9% | +8.9% | -7.0% | +0.3% |
| 6M | +11.2% | -2.9% | +14.1% | +10.7% |
| YTD | +22.9% | +12.6% | +10.3% | +18.3% |
| 1Y | +37.4% | +17.5% | +19.9% | +28.5% |
| All | +37.4% | +16.8% | +20.5% | +28.5% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling