+19.9%
USHY vs JBHT
+21.4%
-1.6%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -0.3% | +4.2% | -4.5% | -0.7% |
| 30D | +0.3% | -0.4% | +0.7% | +0.3% |
| 3M | -1.7% | -17.3% | +15.6% | -0.2% |
| 6M | -0.4% | -3.5% | +3.1% | -0.5% |
| YTD | +0.7% | +18.0% | -17.3% | -1.7% |
| 1Y | +1.8% | +35.5% | -33.8% | -2.1% |
| 3Y | +25.3% | +34.8% | -9.5% | +19.1% |
| 5Y | +19.9% | +19.7% | +0.1% | +13.2% |
| All | +19.9% | +21.4% | -1.6% | +13.2% |
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