+910.4%
HALO vs JBHT
+276.8%
+633.6%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.4% | -2.1% | -1.8% |
| 7D | +0.5% | +7.1% | -6.6% | -1.5% |
| 30D | +5.0% | +2.3% | +2.7% | +4.1% |
| 3M | +53.1% | -4.5% | +57.6% | +54.5% |
| 6M | +60.8% | +29.2% | +31.5% | +47.5% |
| YTD | +60.9% | +42.2% | +18.8% | +43.3% |
| 1Y | +42.8% | +93.7% | -50.9% | +14.2% |
| 3Y | +181.3% | +53.2% | +128.1% | +137.4% |
| 5Y | +157.6% | +62.4% | +95.2% | +107.1% |
| 10Y | +910.4% | +274.7% | +635.7% | +322.6% |
| All | +910.4% | +276.8% | +633.6% | +322.6% |
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