+11.4%
HSY vs JBHT
+22.5%
-11.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.3% | -1.7% | +0.4% |
| 7D | -2.1% | +7.0% | -9.2% | -2.7% |
| 30D | +6.1% | +0.5% | +5.6% | +6.0% |
| 3M | -5.6% | -17.4% | +11.7% | -4.3% |
| 6M | -9.5% | -1.7% | -7.8% | -9.8% |
| YTD | -2.1% | +20.7% | -22.8% | -4.6% |
| 1Y | +0.8% | +41.1% | -40.3% | -3.4% |
| 3Y | -2.1% | +38.0% | -40.1% | -7.3% |
| All | +11.4% | +22.5% | -11.2% | +5.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling