+242.3%
HUBS vs JBHT
+186.6%
+55.7%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.9% | -5.2% | -4.7% |
| 7D | -12.9% | +0.9% | -13.8% | -13.3% |
| 30D | -13.7% | -1.1% | -12.6% | -13.4% |
| 3M | -8.8% | -14.8% | +6.0% | -2.8% |
| 6M | -0.2% | -7.4% | +7.3% | +2.1% |
| YTD | -50.9% | +17.3% | -68.2% | -56.3% |
| 1Y | -49.0% | +35.3% | -84.3% | -57.9% |
| 3Y | -54.1% | +33.9% | -88.0% | -63.8% |
| 5Y | -75.6% | +22.5% | -98.1% | -80.0% |
| 10Y | +242.3% | +181.3% | +60.9% | +79.1% |
| All | +242.3% | +186.6% | +55.7% | +79.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling