+2,876.0%
DELL vs JBHT
+176.2%
+2,699.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +17.1% | +4.2% | +12.9% | +15.1% |
| 30D | -35.1% | -0.4% | -34.7% | -34.9% |
| 3M | -23.3% | -17.3% | -6.0% | -17.2% |
| 6M | +55.8% | -3.5% | +59.3% | +56.2% |
| YTD | +198.0% | +18.0% | +179.9% | +174.3% |
| 1Y | +166.6% | +35.5% | +131.0% | +131.3% |
| 3Y | +427.6% | +34.8% | +392.9% | +341.6% |
| 5Y | +630.6% | +19.7% | +610.9% | +529.9% |
| All | +2,876.0% | +176.2% | +2,699.8% | +1,706.3% |
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