+91.2%
HIG vs JBHT
+27.4%
+63.8%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -2.2% |
| 7D | +1.1% | -1.6% | +2.7% | +1.2% |
| 30D | +5.6% | -2.3% | +7.9% | +5.8% |
| 3M | -6.9% | -18.5% | +11.6% | -5.1% |
| 6M | +1.3% | -11.3% | +12.6% | +1.9% |
| YTD | -1.5% | +12.6% | -14.0% | -3.7% |
| 1Y | +6.6% | +29.8% | -23.2% | +2.4% |
| 3Y | +91.2% | +28.1% | +63.1% | +84.4% |
| All | +91.2% | +27.4% | +63.8% | +84.4% |
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