+162.6%
HALO vs JBHT
+22.5%
+140.0%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.3% | -2.7% | -0.9% |
| 7D | -3.2% | +7.0% | -10.3% | -4.8% |
| 30D | -14.2% | +0.5% | -14.7% | -14.3% |
| 3M | -0.4% | -17.4% | +17.0% | +3.5% |
| 6M | +43.2% | -1.7% | +44.9% | +41.9% |
| YTD | +49.0% | +20.7% | +28.3% | +39.6% |
| 1Y | +40.8% | +41.1% | -0.2% | +26.6% |
| 3Y | +167.4% | +38.0% | +129.4% | +136.4% |
| All | +162.6% | +22.5% | +140.0% | +130.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling