+708.3%
HALO vs JBHT
+183.5%
+524.8%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.6% | -1.9% | -1.4% |
| 7D | -22.0% | +0.5% | -22.5% | -22.1% |
| 30D | -8.5% | -0.1% | -8.4% | -8.5% |
| 3M | -0.9% | -14.0% | +13.1% | +2.4% |
| 6M | +53.1% | -5.1% | +58.2% | +53.2% |
| YTD | +51.1% | +18.0% | +33.0% | +41.4% |
| 1Y | +45.0% | +36.5% | +8.5% | +29.9% |
| 3Y | +173.0% | +34.8% | +138.2% | +138.9% |
| 5Y | +163.6% | +21.4% | +142.2% | +133.0% |
| 10Y | +708.3% | +178.0% | +530.3% | +403.8% |
| All | +708.3% | +183.5% | +524.8% | +403.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling