-64.7%
HUBS vs JBHT
+60.5%
-125.1%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.4% | -3.3% | -3.1% |
| 7D | -4.3% | +7.1% | -11.4% | -7.2% |
| 30D | +14.2% | +2.3% | +11.9% | +12.6% |
| 3M | +15.5% | -4.5% | +20.0% | +17.2% |
| 6M | -18.9% | +29.2% | -48.2% | -29.1% |
| YTD | -40.1% | +42.2% | -82.3% | -50.7% |
| 1Y | -51.8% | +93.7% | -145.5% | -66.9% |
| 3Y | -55.2% | +53.2% | -108.4% | -66.3% |
| 5Y | -64.7% | +62.4% | -127.1% | -74.4% |
| All | -64.7% | +60.5% | -125.1% | -74.4% |
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