+190.7%
HAS vs JBHT
+28.2%
+162.5%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.6% | +1.9% | -0.5% |
| 7D | 0.0% | -1.4% | +1.4% | +0.4% |
| 30D | +31.3% | -3.1% | +34.4% | +32.6% |
| 3M | +32.1% | -19.5% | +51.7% | +40.8% |
| 6M | +28.1% | -9.6% | +37.7% | +30.0% |
| YTD | +49.1% | +13.3% | +35.8% | +38.5% |
| 1Y | +60.5% | +29.7% | +30.8% | +41.6% |
| All | +190.7% | +28.2% | +162.5% | +114.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling