+62.1%
D vs JBHT
+47.5%
+14.5%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 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% | +1.0% |
| 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% | +5.5% |
| YTD | +15.9% | +41.7% | -25.8% | +11.7% |
| 1Y | +18.1% | +90.0% | -71.9% | +10.0% |
| All | +62.1% | +47.5% | +14.5% | +49.4% |
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 2023-09-04 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…
2023-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling