+86.3%
HUT vs JBHT
+58.3%
+28.1%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.8% | +3.4% | +4.2% |
| 7D | +17.8% | +4.9% | +12.9% | +14.0% |
| 30D | +0.8% | +0.6% | +0.3% | +0.4% |
| 3M | -26.8% | -3.2% | -23.6% | -26.4% |
| 6M | +72.6% | +17.0% | +55.6% | +50.5% |
| YTD | +103.6% | +41.7% | +62.0% | +54.3% |
| 1Y | +265.3% | +90.0% | +175.3% | +110.1% |
| 3Y | +689.4% | +47.0% | +642.4% | +449.5% |
| All | +86.3% | +58.3% | +28.1% | +20.2% |
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