+585.7%
JPM vs HAL
+5.2%
+580.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.9% | +2.5% | +0.6% |
| 7D | -2.3% | -3.3% | +0.9% | -1.3% |
| 30D | -2.3% | +7.2% | -9.6% | -4.6% |
| 3M | +14.9% | -8.8% | +23.7% | +17.5% |
| 6M | +23.6% | +3.0% | +20.7% | +20.9% |
| YTD | +11.3% | +29.4% | -18.1% | +0.7% |
| 1Y | +19.9% | +62.8% | -42.9% | -0.2% |
| 3Y | +162.6% | -6.4% | +169.0% | +154.6% |
| 5Y | +154.6% | +103.6% | +51.0% | +75.3% |
| All | +585.7% | +5.2% | +580.5% | +342.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded HAL 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling