+129.2%
ADBE vs JBHT
+183.5%
-54.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.2% |
| 7D | -4.4% | +0.5% | -4.8% | -4.6% |
| 30D | -0.2% | -0.1% | -0.1% | -0.3% |
| 3M | -9.9% | -14.0% | +4.1% | -5.7% |
| 6M | -3.5% | -5.1% | +1.6% | -3.1% |
| YTD | -32.1% | +18.0% | -50.2% | -38.1% |
| 1Y | -28.7% | +36.5% | -65.2% | -38.7% |
| 3Y | -60.2% | +34.8% | -95.0% | -67.0% |
| 5Y | -63.1% | +21.4% | -84.5% | -68.5% |
| 10Y | +129.2% | +178.0% | -48.8% | +37.6% |
| All | +129.2% | +183.5% | -54.3% | +37.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling