+2,566.3%
DELL vs JBHT
+186.6%
+2,379.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.9% | -4.3% | -3.8% |
| 7D | -18.1% | +0.9% | -19.1% | -18.3% |
| 30D | -42.9% | -1.1% | -41.8% | -42.5% |
| 3M | -26.9% | -14.8% | -12.1% | -22.1% |
| 6M | +28.8% | -7.4% | +36.2% | +31.5% |
| YTD | +168.4% | +17.3% | +151.1% | +147.8% |
| 1Y | +136.8% | +35.3% | +101.5% | +105.6% |
| 3Y | +375.3% | +33.9% | +341.4% | +298.9% |
| 5Y | +551.0% | +22.5% | +528.5% | +455.3% |
| 10Y | +2,566.3% | +181.3% | +2,385.0% | +1,558.3% |
| All | +2,566.3% | +186.6% | +2,379.7% | +1,558.3% |
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