+66.7%
HBAN vs JBHT
+27.4%
+39.3%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.7% |
| 7D | -2.0% | -1.6% | -0.4% | -1.4% |
| 30D | +2.0% | -2.3% | +4.3% | +2.7% |
| 3M | -10.0% | -18.5% | +8.5% | -3.9% |
| 6M | -5.3% | -11.3% | +6.0% | -2.3% |
| YTD | -8.2% | +12.6% | -20.8% | -13.5% |
| 1Y | +4.2% | +29.8% | -25.6% | -6.6% |
| 3Y | +66.7% | +28.1% | +38.6% | +37.3% |
| All | +66.7% | +27.4% | +39.3% | +37.3% |
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