-36.7%
HUT vs JBHT
+15.0%
-51.7%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -3.6% | -2.6% | -3.7% |
| 7D | -30.8% | -1.4% | -29.5% | -30.3% |
| 30D | -50.2% | -3.1% | -47.1% | -49.3% |
| 3M | -50.5% | -19.5% | -30.9% | -43.5% |
| 6M | -42.9% | -9.6% | -33.4% | -41.8% |
| YTD | 0.0% | +13.3% | -13.3% | -13.6% |
| 1Y | -2.2% | +29.7% | -31.9% | -23.9% |
| 3Y | +289.4% | +28.3% | +261.1% | +183.2% |
| 5Y | -36.7% | +18.5% | -55.2% | -52.7% |
| All | -36.7% | +15.0% | -51.7% | -52.7% |
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