+42.5%
HAL vs JBHT
+15.0%
+27.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.6% | +0.3% | -2.1% |
| 7D | -11.1% | -1.4% | -9.7% | -10.7% |
| 30D | -2.4% | -3.1% | +0.6% | -1.6% |
| 3M | +0.8% | -19.5% | +20.3% | +7.2% |
| 6M | -22.8% | -9.6% | -13.2% | -21.7% |
| YTD | +14.5% | +13.3% | +1.2% | +6.0% |
| 1Y | +20.2% | +29.7% | -9.5% | +5.6% |
| 3Y | -15.2% | +28.3% | -43.5% | -27.9% |
| 5Y | +42.5% | +18.5% | +24.1% | +12.2% |
| All | +42.5% | +15.0% | +27.6% | +12.2% |
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