+105.3%
HAL vs JBHT
+58.3%
+47.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.8% | -3.4% | -1.5% |
| 7D | +2.9% | +4.9% | -1.9% | +1.2% |
| 30D | +17.0% | +0.6% | +16.5% | +16.5% |
| 3M | -9.7% | -3.2% | -6.4% | -9.2% |
| 6M | +8.6% | +17.0% | -8.3% | +1.3% |
| YTD | +33.0% | +41.7% | -8.7% | +15.0% |
| 1Y | +68.3% | +90.0% | -21.7% | +28.3% |
| 3Y | +0.1% | +47.0% | -46.9% | -17.9% |
| All | +105.3% | +58.3% | +47.0% | +53.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling