+748.4%
ASX vs JBHT
+192.4%
+556.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.7% | +7.1% | +6.7% |
| 7D | -19.9% | -1.6% | -18.3% | -19.2% |
| 30D | -30.9% | -2.3% | -28.6% | -30.2% |
| 3M | -15.1% | -18.5% | +3.4% | -8.7% |
| 6M | -6.5% | -11.3% | +4.8% | -3.3% |
| YTD | +98.4% | +12.6% | +85.9% | +84.9% |
| 1Y | +107.9% | +29.8% | +78.1% | +82.5% |
| 3Y | +325.3% | +28.1% | +297.2% | +262.1% |
| 5Y | +447.3% | +17.7% | +429.6% | +373.2% |
| All | +748.4% | +192.4% | +556.0% | +543.8% |
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