+328.3%
HUBS vs JBHT
+266.9%
+61.4%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.5% | -1.7% | -3.1% |
| 7D | -6.2% | +2.9% | -9.2% | -7.5% |
| 30D | +6.6% | +0.6% | +6.0% | +5.9% |
| 3M | +16.4% | -6.6% | +23.0% | +19.5% |
| 6M | -19.7% | +23.6% | -43.3% | -28.7% |
| YTD | -42.6% | +38.6% | -81.2% | -52.5% |
| 1Y | -54.2% | +91.5% | -145.7% | -68.6% |
| 3Y | -57.1% | +49.3% | -106.5% | -67.5% |
| 5Y | -66.2% | +62.3% | -128.6% | -75.7% |
| 10Y | +328.3% | +276.9% | +51.3% | +70.6% |
| All | +328.3% | +266.9% | +61.4% | +70.6% |
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