+519.4%
HAL vs JBHT
+9,634.5%
-9,115.1%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.1% | -4.2% | -3.4% |
| 7D | -7.7% | +1.7% | -9.4% | -8.1% |
| 30D | +0.7% | -1.2% | +1.8% | +0.8% |
| 3M | +2.5% | -17.1% | +19.6% | +6.9% |
| 6M | -20.7% | -4.4% | -16.3% | -20.6% |
| YTD | +18.4% | +17.5% | +0.9% | +11.7% |
| 1Y | +25.6% | +32.6% | -7.0% | +14.6% |
| 3Y | -12.3% | +33.0% | -45.3% | -21.4% |
| 5Y | +48.4% | +20.3% | +28.0% | +34.9% |
| 10Y | -13.7% | +209.1% | -222.8% | -36.3% |
| All | +519.4% | +9,634.5% | -9,115.1% | +200.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling