+4,434.4%
HSY vs JBHT
+9,288.5%
-4,854.1%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.6% | +5.2% | +2.1% |
| 7D | +10.7% | -1.4% | +12.1% | +10.9% |
| 30D | +10.3% | -3.1% | +13.4% | +10.7% |
| 3M | -0.4% | -19.5% | +19.1% | +1.6% |
| 6M | -2.5% | -9.6% | +7.0% | -1.9% |
| YTD | -0.3% | +13.3% | -13.6% | -2.3% |
| 1Y | +7.6% | +29.7% | -22.1% | +3.9% |
| 3Y | +3.2% | +28.3% | -25.1% | -1.4% |
| 5Y | +14.7% | +18.5% | -3.7% | +9.6% |
| 10Y | +126.0% | +198.1% | -72.1% | +93.5% |
| All | +4,434.4% | +9,288.5% | -4,854.1% | +2,842.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling