+586.5%
HLT vs JBHT
+266.9%
+319.7%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.5% | +3.4% | +1.7% |
| 7D | -1.5% | +2.9% | -4.4% | -2.5% |
| 30D | -1.2% | +0.6% | -1.9% | -1.8% |
| 3M | -10.3% | -6.6% | -3.8% | -8.8% |
| 6M | +1.3% | +23.6% | -22.3% | -7.6% |
| YTD | +7.0% | +38.6% | -31.5% | -6.9% |
| 1Y | +11.9% | +91.5% | -79.6% | -15.5% |
| 3Y | +100.7% | +49.3% | +51.4% | +63.0% |
| 5Y | +147.5% | +62.3% | +85.2% | +89.5% |
| 10Y | +586.5% | +276.9% | +309.6% | +279.1% |
| All | +586.5% | +266.9% | +319.7% | +279.1% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling