+697.2%
ASX vs JBHT
+194.3%
+502.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -3.6% | -17.2% | -19.4% |
| 7D | -33.3% | -1.4% | -31.9% | -32.7% |
| 30D | -36.5% | -3.1% | -33.4% | -35.6% |
| 3M | -19.2% | -19.5% | +0.4% | -12.6% |
| 6M | -10.2% | -9.6% | -0.7% | -7.8% |
| YTD | +86.5% | +13.3% | +73.1% | +73.3% |
| 1Y | +89.6% | +29.7% | +60.0% | +66.6% |
| 3Y | +298.6% | +28.3% | +270.3% | +239.3% |
| 5Y | +414.3% | +18.5% | +395.8% | +343.5% |
| All | +697.2% | +194.3% | +502.9% | +503.4% |
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