+130.2%
HUBB vs JBHT
+22.9%
+107.3%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.7% | +1.1% |
| 7D | +1.2% | +0.5% | +0.7% | +1.1% |
| 30D | -6.4% | -0.1% | -6.4% | -6.6% |
| 3M | -14.4% | -14.0% | -0.4% | -10.9% |
| 6M | -9.0% | -5.1% | -3.9% | -9.1% |
| YTD | +0.7% | +18.0% | -17.3% | -7.5% |
| 1Y | -0.3% | +36.5% | -36.8% | -13.1% |
| 3Y | +59.2% | +34.8% | +24.4% | +35.5% |
| 5Y | +130.2% | +21.4% | +108.8% | +96.1% |
| All | +130.2% | +22.9% | +107.3% | +96.1% |
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