+79.8%
HUM vs JBHT
+31.8%
+48.0%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.1% | -5.5% | -3.0% |
| 7D | +3.1% | +0.2% | +2.9% | +3.1% |
| 30D | -1.8% | -2.2% | +0.4% | -1.4% |
| 3M | +10.2% | -16.5% | +26.6% | +13.7% |
| 6M | +54.6% | -8.4% | +63.0% | +54.6% |
| YTD | +66.8% | +16.1% | +50.8% | +44.7% |
| All | +79.8% | +31.8% | +48.0% | +45.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling