+1,068.3%
HALO vs JBHT
+192.4%
+876.0%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.7% | -0.7% | -15.1% | -15.5% |
| 7D | -20.8% | -1.6% | -19.2% | -20.4% |
| 30D | -6.5% | -2.3% | -4.2% | -5.9% |
| 3M | +20.8% | -18.5% | +39.3% | +26.9% |
| 6M | +56.2% | -11.3% | +67.5% | +59.2% |
| YTD | +54.0% | +12.6% | +41.4% | +45.8% |
| 1Y | +51.5% | +29.8% | +21.8% | +37.3% |
| 3Y | +193.9% | +28.1% | +165.8% | +159.9% |
| 5Y | +154.6% | +17.7% | +136.9% | +125.9% |
| All | +1,068.3% | +192.4% | +876.0% | +351.2% |
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 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