+432.3%
ASX vs JBHT
+58.3%
+374.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.8% | -2.6% | -0.9% |
| 7D | -0.7% | +4.9% | -5.6% | -2.7% |
| 30D | +2.0% | +0.6% | +1.4% | +1.6% |
| 3M | -1.3% | -3.2% | +1.9% | -0.3% |
| 6M | +71.4% | +17.0% | +54.5% | +59.3% |
| YTD | +135.3% | +41.7% | +93.7% | +101.1% |
| 1Y | +267.5% | +90.0% | +177.5% | +174.4% |
| 3Y | +388.5% | +47.0% | +341.5% | +295.7% |
| All | +432.3% | +58.3% | +374.0% | +299.2% |
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