+35.9%
HLT vs JBHT
+36.1%
-0.2%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | +0.8% | +4.2% | -3.3% | +0.1% |
| 30D | +13.1% | -0.4% | +13.5% | +13.1% |
| 3M | +15.6% | -17.3% | +32.9% | +19.1% |
| 6M | +19.0% | -3.5% | +22.5% | +15.3% |
| YTD | +29.9% | +18.0% | +11.9% | +17.0% |
| 1Y | +35.9% | +35.5% | +0.4% | +14.2% |
| All | +35.9% | +36.1% | -0.2% | +14.2% |
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