-93.1%
HTZ vs JBHT
+21.5%
-114.6%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +1.1% | +8.1% | +8.5% |
| 7D | +18.9% | +1.7% | +17.2% | +17.8% |
| 30D | +26.3% | -1.2% | +27.4% | +27.0% |
| 3M | +49.7% | -17.1% | +66.8% | +65.3% |
| 6M | -61.1% | -4.4% | -56.7% | -61.5% |
| YTD | -56.0% | +17.5% | -73.5% | -61.9% |
| 1Y | -66.4% | +32.6% | -99.0% | -73.1% |
| 3Y | -75.8% | +33.0% | -108.8% | -80.8% |
| 5Y | -93.1% | +20.3% | -113.4% | -94.4% |
| All | -93.1% | +21.5% | -114.6% | -94.4% |
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 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