+20.2%
HAL vs JBHT
+29.0%
-8.8%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.6% | +0.3% | -2.9% |
| 7D | -11.1% | -1.4% | -9.7% | -10.9% |
| 30D | -2.4% | -3.1% | +0.6% | -2.2% |
| 3M | +0.8% | -19.5% | +20.3% | +3.1% |
| 6M | -22.8% | -9.6% | -13.2% | -22.2% |
| YTD | +14.5% | +13.3% | +1.2% | +7.3% |
| 1Y | +20.2% | +29.7% | -9.5% | +9.1% |
| All | +20.2% | +29.0% | -8.8% | +9.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling