+3,552.3%
ASX vs JBHT
+10,931.5%
-7,379.2%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.8% | -2.6% | -0.7% |
| 7D | -0.7% | +4.9% | -5.6% | -2.4% |
| 30D | +2.0% | +0.6% | +1.4% | +1.7% |
| 3M | -1.3% | -3.2% | +1.9% | -0.5% |
| 6M | +71.4% | +17.0% | +54.5% | +61.8% |
| YTD | +135.3% | +41.7% | +93.7% | +107.7% |
| 1Y | +267.5% | +90.0% | +177.5% | +191.5% |
| 3Y | +388.5% | +47.0% | +341.5% | +314.2% |
| 5Y | +417.1% | +58.3% | +358.8% | +323.9% |
| 10Y | +872.7% | +273.9% | +598.8% | +489.1% |
| All | +3,552.3% | +10,931.5% | -7,379.2% | +884.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling