+123.0%
HUBB vs JBHT
+17.1%
+105.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.7% | +3.2% | +2.8% |
| 7D | +1.7% | -1.6% | +3.3% | +2.2% |
| 30D | -9.7% | -2.3% | -7.4% | -9.2% |
| 3M | -15.2% | -18.5% | +3.3% | -10.2% |
| 6M | -14.0% | -11.3% | -2.7% | -12.2% |
| YTD | -2.4% | +12.6% | -15.0% | -9.1% |
| 1Y | -5.8% | +29.8% | -35.6% | -16.6% |
| 3Y | +60.4% | +28.1% | +32.3% | +38.7% |
| All | +123.0% | +17.1% | +105.9% | +92.0% |
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