+2,475.6%
AVGO vs JBHT
+186.6%
+2,289.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.9% | +3.0% | +3.6% |
| 7D | 0.0% | +0.9% | -1.0% | -0.2% |
| 30D | -8.2% | -1.1% | -7.1% | -7.7% |
| 3M | -21.3% | -14.8% | -6.5% | -16.9% |
| 6M | -22.5% | -7.4% | -15.1% | -21.6% |
| YTD | -3.6% | +17.3% | -20.9% | -12.6% |
| 1Y | -6.7% | +35.3% | -42.0% | -20.6% |
| 3Y | +258.1% | +33.9% | +224.2% | +193.5% |
| 5Y | +560.9% | +22.5% | +538.3% | +450.6% |
| 10Y | +2,475.6% | +181.3% | +2,294.3% | +1,490.8% |
| All | +2,475.6% | +186.6% | +2,289.0% | +1,490.8% |
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