+60.9%
HAS vs JBHT
+33.2%
+27.7%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.1% | +0.5% |
| 7D | +3.3% | +0.9% | +2.3% | +3.0% |
| 30D | +30.5% | -1.1% | +31.6% | +30.8% |
| 3M | +29.9% | -14.8% | +44.7% | +34.1% |
| 6M | +26.5% | -7.4% | +34.0% | +25.3% |
| YTD | +51.9% | +17.3% | +34.6% | +33.6% |
| 1Y | +60.9% | +35.3% | +25.6% | +34.4% |
| All | +60.9% | +33.2% | +27.7% | +34.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling