+2,271.9%
D vs JBHT
+11,637.0%
-9,365.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.8% | -3.2% | -0.7% |
| 7D | +1.5% | +4.9% | -3.4% | +0.9% |
| 30D | -2.6% | +0.6% | -3.2% | -2.7% |
| 3M | 0.0% | -3.2% | +3.2% | +0.2% |
| 6M | +7.4% | +17.0% | -9.6% | +5.2% |
| YTD | +15.9% | +41.7% | -25.8% | +11.2% |
| 1Y | +18.1% | +90.0% | -71.9% | +9.4% |
| 3Y | +58.4% | +47.0% | +11.4% | +49.6% |
| 5Y | +5.2% | +58.3% | -53.1% | -2.1% |
| 10Y | +35.9% | +273.9% | -238.1% | +14.9% |
| All | +2,271.9% | +11,637.0% | -9,365.1% | +1,483.8% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling