-18.6%
HAL vs JBHT
+192.4%
-210.9%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | +0.1% |
| 7D | -12.0% | -1.6% | -10.4% | -11.3% |
| 30D | +0.3% | -2.3% | +2.6% | +1.1% |
| 3M | -1.6% | -18.5% | +16.9% | +7.4% |
| 6M | -20.5% | -11.3% | -9.2% | -17.9% |
| YTD | +14.2% | +12.6% | +1.7% | +2.2% |
| 1Y | +18.9% | +29.8% | -10.9% | -1.9% |
| 3Y | -13.7% | +28.1% | -41.8% | -32.3% |
| 5Y | +42.2% | +17.7% | +24.5% | +11.3% |
| All | -18.6% | +192.4% | -210.9% | -65.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JBHT.
Daily Out/Under-Performance
Portfolio return minus JBHT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBHT 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 JBHT 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