+102.2%
HAS vs JBHT
+186.6%
-84.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.1% | +0.4% |
| 7D | +3.3% | +0.9% | +2.3% | +2.9% |
| 30D | +30.5% | -1.1% | +31.6% | +31.0% |
| 3M | +29.9% | -14.8% | +44.7% | +37.1% |
| 6M | +26.5% | -7.4% | +34.0% | +28.1% |
| YTD | +51.9% | +17.3% | +34.6% | +38.5% |
| 1Y | +60.9% | +35.3% | +25.6% | +37.9% |
| 3Y | +215.0% | +33.9% | +181.0% | +161.3% |
| 5Y | +51.5% | +22.5% | +29.0% | +26.9% |
| 10Y | +102.2% | +181.3% | -79.1% | +5.9% |
| All | +102.2% | +186.6% | -84.3% | +5.9% |
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