+175.9%
JCI vs HAS
+181.4%
-5.5%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.5% | +3.2% | +2.8% |
| 7D | -9.4% | -0.2% | -9.2% | -9.4% |
| 30D | -13.4% | +31.0% | -44.4% | -19.3% |
| 3M | -12.4% | +30.7% | -43.0% | -18.4% |
| 6M | -5.1% | +23.9% | -29.0% | -10.7% |
| YTD | +13.7% | +48.3% | -34.6% | +0.7% |
| 1Y | +11.4% | +60.2% | -48.8% | -3.8% |
| 3Y | +175.9% | +189.2% | -13.3% | +87.7% |
| All | +175.9% | +181.4% | -5.5% | +87.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling