+591.6%
AMZN vs JBHT
+191.4%
+400.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.1% | -0.2% | +2.0% |
| 7D | +8.7% | +0.2% | +8.4% | +8.6% |
| 30D | +1.7% | -2.2% | +3.9% | +2.3% |
| 3M | -2.8% | -16.5% | +13.7% | +2.1% |
| 6M | -2.1% | -8.4% | +6.3% | -1.0% |
| YTD | +15.6% | +16.1% | -0.4% | +7.2% |
| 1Y | +9.2% | +31.9% | -22.7% | -3.3% |
| 3Y | +89.9% | +34.1% | +55.7% | +62.1% |
| 5Y | +49.3% | +20.1% | +29.2% | +30.3% |
| 10Y | +591.6% | +184.7% | +407.0% | +412.1% |
| All | +591.6% | +191.4% | +400.2% | +412.1% |
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