+4.6%
HBAN vs JBHT
+31.8%
-27.2%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.1% | -0.2% | +1.8% |
| 7D | -0.6% | +0.2% | -0.8% | -0.6% |
| 30D | +3.9% | -2.2% | +6.1% | +4.6% |
| 3M | -8.4% | -16.5% | +8.1% | -2.7% |
| 6M | +0.6% | -8.4% | +9.1% | +1.7% |
| YTD | -5.5% | +16.1% | -21.6% | -17.1% |
| All | +4.6% | +31.8% | -27.2% | -15.1% |
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 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