+341.0%
JCI vs HAS
+54.3%
+286.7%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | -0.6% |
| 7D | +4.1% | -4.8% | +8.9% | +5.6% |
| 30D | -3.8% | -5.1% | +1.3% | -2.4% |
| 3M | -1.6% | +6.4% | -8.0% | -3.8% |
| 6M | +9.5% | -5.6% | +15.2% | +10.4% |
| YTD | +21.7% | +11.0% | +10.8% | +16.4% |
| 1Y | +37.1% | +16.8% | +20.4% | +28.8% |
| 3Y | +165.2% | +44.0% | +121.1% | +127.3% |
| 5Y | +110.3% | +11.0% | +99.3% | +92.3% |
| 10Y | +341.0% | +56.0% | +285.0% | +262.2% |
| All | +341.0% | +54.3% | +286.7% | +262.2% |
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