+3.4%
HSY vs JBHT
+28.2%
-24.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.6% | +5.2% | +1.9% |
| 7D | +10.7% | -1.4% | +12.1% | +10.8% |
| 30D | +10.3% | -3.1% | +13.4% | +10.5% |
| 3M | -0.4% | -19.5% | +19.1% | +0.7% |
| 6M | -2.5% | -9.6% | +7.0% | -2.3% |
| YTD | -0.3% | +13.3% | -13.6% | -1.9% |
| 1Y | +7.6% | +29.7% | -22.1% | +4.8% |
| All | +3.4% | +28.2% | -24.9% | -4.9% |
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