+91.5%
HALO vs JBHT
+34.8%
+56.7%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.3% | +1.2% |
| 7D | +0.2% | +1.7% | -1.5% | +0.1% |
| 30D | +20.3% | -1.2% | +21.5% | +20.4% |
| 3M | +56.6% | -17.1% | +73.7% | +59.0% |
| 6M | +101.9% | -4.4% | +106.3% | +99.1% |
| YTD | +93.7% | +17.5% | +76.2% | +84.7% |
| 1Y | +91.5% | +32.6% | +58.9% | +88.1% |
| All | +91.5% | +34.8% | +56.7% | +88.1% |
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